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 | $62,315 | $51,576+20.8% | $129,207-51.8% | $80,856-22.9% |
| Participation rate | 0.0% | 57.0%-57.0pp | 69.6%-69.6pp | 67.6%-67.6pp |
| Annual return | 11.97% | 20.81%-8.8pp | 9417.33%-9405.4pp | 35.59%-23.6pp |
| Employer contribution / active EE | $1,169 | $1,584-26.2% | $4,153-71.9% | $2,755-57.6% |
| Participant deferral / active EE | $3,773 | $2,669+41.4% | $4,168-9.5% | $4,296-12.2% |
| Admin fee / account holder | $8,316 | $4,305+93.2% | $7,715+7.8% | $6,918+20.2% |