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 | $114,723 | $76,670+49.6% | $96,683+18.7% | $71,457+60.5% |
| Participation rate | 63.8% | 66.6%-2.8pp | 74.3%-10.6pp | 67.9%-4.2pp |
| Annual return | 18.15% | 48.29%-30.1pp | 35.69%-17.5pp | 28.85%-10.7pp |
| Employer contribution / active EE | $912 | $3,031-69.9% | $3,737-75.6% | $2,588-64.8% |
| Participant deferral / active EE | $6,241 | $3,771+65.5% | $4,878+27.9% | $4,289+45.5% |
| Admin fee / account holder | $1,807 | $2,028-10.9% | $6,730-73.1% | $1,587+13.8% |