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 | $46,458 | $100,923-54.0% | $150,045-69.0% | $74,304-37.5% |
| Participation rate | 69.2% | 70.1%-0.9pp | 82.3%-13.2pp | 60.3%+8.8pp |
| Annual return | 22.60% | 51.77%-29.2pp | 62.55%-39.9pp | 29.43%-6.8pp |
| Employer contribution / active EE | $906 | $3,463-73.8% | $4,693-80.7% | $2,241-59.6% |
| Participant deferral / active EE | $3,021 | $6,709-55.0% | $7,997-62.2% | $3,767-19.8% |
| Admin fee / account holder | $10,903 | $2,767+294.1% | $13,435-18.8% | $2,969+267.3% |