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 | $103,996 | $88,083+18.1% | $164,813-36.9% | $74,495+39.6% |
| Participation rate | 49.5% | 73.0%-23.6pp | 78.6%-29.1pp | 67.2%-17.7pp |
| Annual return | 15.93% | 17.26%-1.3pp | 69.93%-54.0pp | 1364.94%-1349.0pp |
| Employer contribution / active EE | $2,327 | $2,593-10.3% | $4,341-46.4% | $2,623-11.3% |
| Participant deferral / active EE | $4,750 | $4,498+5.6% | $6,031-21.3% | $4,346+9.3% |
| Admin fee / account holder | $2,485 | $2,234+11.3% | $12,690-80.4% | $1,942+28.0% |