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 | $28,117 | $88,581-68.3% | $145,661-80.7% | $74,304-62.2% |
| Participation rate | 69.2% | 64.9%+4.2pp | 77.2%-8.1pp | 60.3%+8.8pp |
| Annual return | 14.23% | 34.30%-20.1pp | 101.46%-87.2pp | 29.43%-15.2pp |
| Employer contribution / active EE | $887 | $2,612-66.0% | $4,238-79.1% | $2,241-60.4% |
| Participant deferral / active EE | $1,819 | $4,151-56.2% | $7,198-74.7% | $3,767-51.7% |
| Admin fee / account holder | $5,530 | $2,953+87.3% | $12,466-55.6% | $2,969+86.3% |