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 | $94,109 | $86,944+8.2% | $107,525-12.5% | $74,304+26.7% |
| Participation rate | 65.9% | 59.6%+6.4pp | 75.1%-9.1pp | 60.3%+5.6pp |
| Annual return | 18.45% | 23.52%-5.1pp | 181.32%-162.9pp | 29.43%-11.0pp |
| Employer contribution / active EE | $2,512 | $2,757-8.9% | $3,754-33.1% | $2,241+12.1% |
| Participant deferral / active EE | $4,787 | $3,554+34.7% | $5,116-6.4% | $3,767+27.1% |
| Admin fee / account holder | $2,060 | $3,727-44.7% | $8,919-76.9% | $2,969-30.6% |