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 | $50,945 | $87,870-42.0% | $113,168-55.0% | $74,304-31.4% |
| Participation rate | 50.9% | 70.7%-19.8pp | 76.6%-25.6pp | 60.3%-9.4pp |
| Annual return | 38.24% | 26.44%+11.8pp | 24.27%+14.0pp | 29.43%+8.8pp |
| Employer contribution / active EE | $978 | $2,277-57.1% | $2,975-67.1% | $2,241-56.4% |
| Participant deferral / active EE | $5,438 | $4,241+28.2% | $5,107+6.5% | $3,767+44.3% |
| Admin fee / account holder | $3,361 | $3,368-0.2% | $12,068-72.1% | $2,969+13.2% |