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 | $55,495 | $56,317-1.5% | $71,209-22.1% | $74,304-25.3% |
| Participation rate | 62.7% | 55.1%+7.6pp | 73.8%-11.1pp | 60.3%+2.3pp |
| Annual return | 16.44% | 42.83%-26.4pp | 282.51%-266.1pp | 29.43%-13.0pp |
| Employer contribution / active EE | $1,741 | $2,160-19.4% | $2,721-36.0% | $2,241-22.3% |
| Participant deferral / active EE | $3,123 | $2,788+12.0% | $4,175-25.2% | $3,767-17.1% |
| Admin fee / account holder | $5,638 | $2,290+146.2% | $5,349+5.4% | $2,969+89.9% |