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 | $66,162 | $66,098+0.1% | $101,794-35.0% | $74,304-11.0% |
| Participation rate | 42.6% | 53.8%-11.2pp | 69.2%-26.6pp | 60.3%-17.7pp |
| Annual return | 15.92% | 19.59%-3.7pp | 30.53%-14.6pp | 29.43%-13.5pp |
| Employer contribution / active EE | $1,844 | $1,082+70.5% | $2,289-19.4% | $2,241-17.7% |
| Participant deferral / active EE | $3,688 | $2,781+32.6% | $4,084-9.7% | $3,767-2.1% |
| Admin fee / account holder | $4,209 | $4,146+1.5% | $8,777-52.0% | $2,969+41.8% |