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 | $66,968 | $71,516-6.4% | $98,439-32.0% | $71,457-6.3% |
| Participation rate | 60.4% | 72.7%-12.3pp | 75.2%-14.7pp | 67.9%-7.5pp |
| Annual return | 18.51% | 32.41%-13.9pp | 21.16%-2.6pp | 28.85%-10.3pp |
| Employer contribution / active EE | $1,442 | $2,399-39.9% | $3,048-52.7% | $2,588-44.3% |
| Participant deferral / active EE | $2,830 | $4,109-31.1% | $4,738-40.3% | $4,289-34.0% |
| Admin fee / account holder | $3,493 | $1,675+108.6% | $8,948-61.0% | $1,587+120.1% |