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 | $60,157 | $78,485-23.4% | $106,213-43.4% | $74,495-19.2% |
| Participation rate | 47.8% | 72.8%-25.0pp | 75.3%-27.5pp | 67.2%-19.4pp |
| Annual return | 28.00% | 15.95%+12.0pp | 116.14%-88.1pp | 1364.94%-1336.9pp |
| Employer contribution / active EE | $899 | $2,523-64.4% | $3,171-71.7% | $2,623-65.7% |
| Participant deferral / active EE | $2,139 | $4,322-50.5% | $5,016-57.3% | $4,346-50.8% |
| Admin fee / account holder | $7,150 | $2,232+220.4% | $11,033-35.2% | $1,942+268.2% |