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 | $49,143 | $52,406-6.2% | $129,207-62.0% | $74,495-34.0% |
| Participation rate | 69.2% | 53.8%+15.4pp | 69.6%-0.4pp | 67.2%+2.0pp |
| Annual return | 20.42% | 15.66%+4.8pp | 9417.33%-9396.9pp | 1364.94%-1344.5pp |
| Employer contribution / active EE | $3,312 | $1,531+116.4% | $4,153-20.2% | $2,623+26.3% |
| Participant deferral / active EE | $6,798 | $2,794+143.3% | $4,168+63.1% | $4,346+56.4% |
| Admin fee / account holder | $4,502 | $2,633+71.0% | $7,715-41.6% | $1,942+131.9% |