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 | $35,621 | $71,516-50.2% | $98,439-63.8% | $71,457-50.2% |
| Participation rate | 50.6% | 72.7%-22.1pp | 75.2%-24.6pp | 67.9%-17.3pp |
| Annual return | 17.23% | 32.41%-15.2pp | 21.16%-3.9pp | 28.85%-11.6pp |
| Employer contribution / active EE | $725 | $2,399-69.8% | $3,048-76.2% | $2,588-72.0% |
| Participant deferral / active EE | $2,004 | $4,109-51.2% | $4,738-57.7% | $4,289-53.3% |
| Admin fee / account holder | $2,517 | $1,675+50.3% | $8,948-71.9% | $1,587+58.6% |