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 | $129,502 | $86,944+48.9% | $107,525+20.4% | $74,304+74.3% |
| Participation rate | 64.7% | 59.6%+5.1pp | 75.1%-10.4pp | 60.3%+4.3pp |
| Annual return | 40.71% | 23.52%+17.2pp | 181.32%-140.6pp | 29.43%+11.3pp |
| Employer contribution / active EE | $2,611 | $2,757-5.3% | $3,754-30.4% | $2,241+16.5% |
| Participant deferral / active EE | $6,244 | $3,554+75.7% | $5,116+22.1% | $3,767+65.8% |
| Admin fee / account holder | $27,716 | $3,727+643.7% | $8,919+210.8% | $2,969+833.6% |