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 | $23,993 | $65,041-63.1% | $90,951-73.6% | $79,858-70.0% |
| Participation rate | 68.1% | 61.6%+6.4pp | 69.0%-1.0pp | 69.6%-1.6pp |
| Annual return | 26.78% | 30.45%-3.7pp | 134.60%-107.8pp | 31.71%-4.9pp |
| Employer contribution / active EE | $1,081 | $1,247-13.3% | $2,122-49.0% | $2,471-56.2% |
| Participant deferral / active EE | $1,579 | $2,512-37.1% | $3,373-53.2% | $3,740-57.8% |
| Admin fee / account holder | $393 | $4,536-91.3% | $5,959-93.4% | $5,306-92.6% |