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 | $44,051 | $24,733+78.1% | $69,647-36.8% | $74,495-40.9% |
| Participation rate | 44.2% | 63.5%-19.2pp | 66.5%-22.2pp | 67.2%-23.0pp |
| Annual return | 12.58% | 18.55%-6.0pp | 100.48%-87.9pp | 1364.94%-1352.4pp |
| Employer contribution / active EE | $997 | $1,001-0.3% | $1,712-41.8% | $2,623-62.0% |
| Participant deferral / active EE | $1,895 | $1,901-0.3% | $2,886-34.3% | $4,346-56.4% |
| Admin fee / account holder | $7,140 | $1,892+277.5% | $4,713+51.5% | $1,942+267.7% |