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 | $42,403 | $96,484-56.1% | $156,263-72.9% | $74,304-42.9% |
| Participation rate | 68.4% | 67.7%+0.8pp | 78.9%-10.5pp | 60.3%+8.1pp |
| Annual return | 30.58% | 17.73%+12.9pp | 59.47%-28.9pp | 29.43%+1.2pp |
| Employer contribution / active EE | $2,415 | $2,528-4.5% | $4,333-44.3% | $2,241+7.7% |
| Participant deferral / active EE | $4,543 | $4,286+6.0% | $6,158-26.2% | $3,767+20.6% |
| Admin fee / account holder | $3,273 | $3,728-12.2% | $14,255-77.0% | $2,969+10.2% |