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 | $62,043 | $49,915+24.3% | $154,803-59.9% | $74,304-16.5% |
| Participation rate | 63.9% | 54.0%+9.9pp | 78.1%-14.2pp | 60.3%+3.5pp |
| Annual return | 19.08% | 34.06%-15.0pp | 58.88%-39.8pp | 29.43%-10.3pp |
| Employer contribution / active EE | $2,095 | $1,611+30.0% | $4,305-51.4% | $2,241-6.5% |
| Participant deferral / active EE | $4,221 | $2,255+87.2% | $5,540-23.8% | $3,767+12.0% |
| Admin fee / account holder | $2,100 | $2,189-4.1% | $14,329-85.3% | $2,969-29.3% |