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 | $58,290 | $56,317+3.5% | $71,209-18.1% | $74,304-21.6% |
| Participation rate | 44.7% | 55.1%-10.5pp | 73.8%-29.1pp | 60.3%-15.7pp |
| Annual return | 20.32% | 42.83%-22.5pp | 282.51%-262.2pp | 29.43%-9.1pp |
| Employer contribution / active EE | $668 | $2,160-69.1% | $2,721-75.4% | $2,241-70.2% |
| Participant deferral / active EE | $2,528 | $2,788-9.3% | $4,175-39.4% | $3,767-32.9% |
| Admin fee / account holder | $9,828 | $2,290+329.3% | $5,349+83.8% | $2,969+231.1% |