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 9-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 | $72,850 | $79,013-7.8% | $100,391-27.4% | $74,495-2.2% |
| Participation rate | 60.1% | 79.5%-19.3pp | 81.5%-21.3pp | 67.2%-7.1pp |
| Annual return | 16.78% | 20.41%-3.6pp | 49.20%-32.4pp | 1364.94%-1348.2pp |
| Employer contribution / active EE | $2,575 | $3,021-14.8% | $3,942-34.7% | $2,623-1.8% |
| Participant deferral / active EE | $5,002 | $7,760-35.5% | $8,082-38.1% | $4,346+15.1% |
| Admin fee / account holder | $4,066 | $1,320+208.0% | $7,899-48.5% | $1,942+109.4% |