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 | $11,865 | $34,934-66.0% | $56,411-79.0% | $74,495-84.1% |
| Participation rate | 32.6% | 32.8%-0.3pp | 52.5%-19.9pp | 67.2%-34.6pp |
| Annual return | 11.88% | 25.94%-14.1pp | 1701.33%-1689.5pp | 1364.94%-1353.1pp |
| Employer contribution / active EE | $211 | $609-65.3% | $1,039-79.6% | $2,623-91.9% |
| Participant deferral / active EE | $1,008 | $1,170-13.9% | $1,952-48.3% | $4,346-76.8% |
| Admin fee / account holder | $656 | $2,364-72.2% | $2,829-76.8% | $1,942-66.2% |