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 | $179,061 | $50,637+253.6% | $86,590+106.8% | $62,292+187.5% |
| Participation rate | 66.4% | 67.9%-1.5pp | 73.5%-7.1pp | 69.5%-3.1pp |
| Annual return | 17.32% | 20.80%-3.5pp | 964.84%-947.5pp | 28.90%-11.6pp |
| Employer contribution / active EE | $2,839 | $2,075+36.8% | $2,8390% | $2,042+39.0% |
| Participant deferral / active EE | $6,735 | $2,611+157.9% | $3,609+86.6% | $3,169+112.5% |
| Admin fee / account holder | $9,045 | $413+2088.4% | $4,906+84.4% | $479+1786.9% |