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 | $85,363 | $51,315+66.4% | $95,745-10.8% | $71,457+19.5% |
| Participation rate | 40.2% | 63.0%-22.8pp | 72.3%-32.0pp | 67.9%-27.7pp |
| Annual return | 15.30% | 25.26%-10.0pp | 28.35%-13.1pp | 28.85%-13.5pp |
| Employer contribution / active EE | $564 | $1,819-69.0% | $2,835-80.1% | $2,588-78.2% |
| Participant deferral / active EE | $3,216 | $3,358-4.2% | $4,245-24.2% | $4,289-25.0% |
| Admin fee / account holder | $782 | $1,137-31.2% | $5,678-86.2% | $1,587-50.7% |