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 | $53,493 | $55,415-3.5% | $155,509-65.6% | $74,495-28.2% |
| Participation rate | 58.5% | 61.9%-3.4pp | 78.2%-19.7pp | 67.2%-8.7pp |
| Annual return | 17.98% | 268.50%-250.5pp | 64.67%-46.7pp | 1364.94%-1347.0pp |
| Employer contribution / active EE | $2,995 | $2,267+32.1% | $4,672-35.9% | $2,623+14.2% |
| Participant deferral / active EE | $5,390 | $2,836+90.1% | $5,626-4.2% | $4,346+24.0% |
| Admin fee / account holder | $3,863 | $1,738+122.3% | $15,912-75.7% | $1,942+99.0% |