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 | $72,274 | $100,923-28.4% | $150,045-51.8% | $74,304-2.7% |
| Participation rate | 69.6% | 70.1%-0.5pp | 82.3%-12.8pp | 60.3%+9.2pp |
| Annual return | 31.19% | 51.77%-20.6pp | 62.55%-31.4pp | 29.43%+1.8pp |
| Employer contribution / active EE | $3,648 | $3,463+5.3% | $4,693-22.3% | $2,241+62.8% |
| Participant deferral / active EE | $8,552 | $6,709+27.5% | $7,997+6.9% | $3,767+127.0% |
| Admin fee / account holder | $6,253 | $2,767+126.0% | $13,435-53.5% | $2,969+110.6% |