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 8-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 | $47,907 | $55,415-13.5% | $155,509-69.2% | $74,495-35.7% |
| Participation rate | 46.7% | 61.9%-15.2pp | 78.2%-31.4pp | 67.2%-20.5pp |
| Annual return | 15.10% | 268.50%-253.4pp | 64.67%-49.6pp | 1364.94%-1349.8pp |
| Employer contribution / active EE | $1,610 | $2,267-29.0% | $4,672-65.5% | $2,623-38.6% |
| Participant deferral / active EE | $3,378 | $2,836+19.1% | $5,626-40.0% | $4,346-22.3% |
| Admin fee / account holder | $4,934 | $1,738+183.8% | $15,912-69.0% | $1,942+154.1% |