See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,183 | $49,915+82.7% | $154,803-41.1% | $74,304+22.7% |
| Participation rate | 45.0% | 54.0%-9.0pp | 78.1%-33.1pp | 60.3%-15.4pp |
| Annual return | 17.50% | 34.06%-16.6pp | 58.88%-41.4pp | 29.43%-11.9pp |
| Employer contribution / active EE | $1,962 | $1,611+21.8% | $4,305-54.4% | $2,241-12.4% |
| Participant deferral / active EE | $4,528 | $2,255+100.8% | $5,540-18.3% | $3,767+20.2% |
| Admin fee / account holder | $20,820 | $2,189+851.1% | $14,329+45.3% | $2,969+601.3% |