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 7-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 | $23,607 | $50,982-53.7% | $154,803-84.8% | $85,563-72.4% |
| Participation rate | 14.4% | 59.8%-45.4pp | 78.1%-63.7pp | 66.0%-51.6pp |
| Annual return | 13.30% | 30.35%-17.1pp | 58.88%-45.6pp | 31.51%-18.2pp |
| Employer contribution / active EE | $385 | $1,708-77.5% | $4,305-91.1% | $2,654-85.5% |
| Participant deferral / active EE | $803 | $2,474-67.5% | $5,540-85.5% | $4,375-81.6% |
| Admin fee / account holder | $6,110 | $846+622.3% | $14,329-57.4% | $834+632.4% |