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 3-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 | $15,218 | $54,517-72.1% | $75,972-80.0% | $74,495-79.6% |
| Participation rate | 45.2% | 60.3%-15.2pp | 69.1%-23.9pp | 67.2%-22.0pp |
| Annual return | 15.97% | 31.82%-15.8pp | 359.55%-343.6pp | 1364.94%-1349.0pp |
| Employer contribution / active EE | $1,382 | $1,777-22.3% | $2,685-48.5% | $2,623-47.3% |
| Participant deferral / active EE | $1,982 | $3,066-35.3% | $4,255-53.4% | $4,346-54.4% |
| Admin fee / account holder | $844 | $2,229-62.1% | $6,467-86.9% | $1,942-56.5% |