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 | $82,928 | $65,561+26.5% | $91,541-9.4% | $74,304+11.6% |
| Participation rate | 40.1% | 56.6%-16.5pp | 69.8%-29.7pp | 60.3%-20.3pp |
| Annual return | 16.95% | 17.68%-0.7pp | 20.50%-3.6pp | 29.43%-12.5pp |
| Employer contribution / active EE | $2,680 | $1,717+56.1% | $2,505+7.0% | $2,241+19.6% |
| Participant deferral / active EE | $1,960 | $2,918-32.8% | $4,008-51.1% | $3,767-48.0% |
| Admin fee / account holder | $1,259 | $3,333-62.2% | $6,956-81.9% | $2,969-57.6% |