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 | $34,259 | $54,573-37.2% | $90,951-62.3% | $73,488-53.4% |
| Participation rate | 51.5% | 61.2%-9.6pp | 69.0%-17.5pp | 70.7%-19.1pp |
| Annual return | 68.70% | 16.69%+52.0pp | 134.60%-65.9pp | 28.51%+40.2pp |
| Employer contribution / active EE | $986 | $991-0.5% | $2,122-53.5% | $2,270-56.5% |
| Participant deferral / active EE | $1,756 | $2,517-30.2% | $3,373-48.0% | $3,740-53.1% |
| Admin fee / account holder | $2,081 | $521+299.1% | $5,959-65.1% | $513+305.6% |