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 6-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 | $11,131 | $42,886-74.0% | $88,946-87.5% | $85,563-87.0% |
| Participation rate | 49.0% | 37.9%+11.1pp | 68.8%-19.8pp | 66.0%-17.0pp |
| Annual return | 27.09% | 44.56%-17.5pp | 57.82%-30.7pp | 31.51%-4.4pp |
| Employer contribution / active EE | $978 | $1,147-14.7% | $2,555-61.7% | $2,654-63.1% |
| Participant deferral / active EE | $1,709 | $2,108-18.9% | $4,581-62.7% | $4,375-60.9% |
| Admin fee / account holder | $951 | $2,263-58.0% | $8,261-88.5% | $834+14.0% |