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 | $96,690 | $100,923-4.2% | $150,045-35.6% | $74,304+30.1% |
| Participation rate | 67.3% | 70.1%-2.8pp | 82.3%-15.0pp | 60.3%+6.9pp |
| Annual return | 16.69% | 51.77%-35.1pp | 62.55%-45.9pp | 29.43%-12.7pp |
| Employer contribution / active EE | $3,787 | $3,463+9.3% | $4,693-19.3% | $2,241+69.0% |
| Participant deferral / active EE | $8,629 | $6,709+28.6% | $7,997+7.9% | $3,767+129.0% |
| Admin fee / account holder | $2,930 | $2,767+5.9% | $13,435-78.2% | $2,969-1.3% |