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 | $153,124 | $53,053+188.6% | $126,539+21.0% | $74,304+106.1% |
| Participation rate | 52.5% | 48.0%+4.5pp | 69.8%-17.3pp | 60.3%-7.8pp |
| Annual return | 14.36% | 29.46%-15.1pp | 425.95%-411.6pp | 29.43%-15.1pp |
| Employer contribution / active EE | $2,066 | $1,168+76.9% | $3,674-43.8% | $2,241-7.8% |
| Participant deferral / active EE | $4,339 | $2,303+88.4% | $4,083+6.3% | $3,767+15.2% |
| Admin fee / account holder | $2,231 | $3,698-39.7% | $6,065-63.2% | $2,969-24.8% |