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 4-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 | $33,243 | $44,960-26.1% | $84,966-60.9% | $74,495-55.4% |
| Participation rate | 49.3% | 49.4%-0.1pp | 67.5%-18.2pp | 67.2%-17.9pp |
| Annual return | 26.18% | 26.24%-0.1pp | 66.38%-40.2pp | 1364.94%-1338.8pp |
| Employer contribution / active EE | $1,997 | $1,457+37.0% | $2,727-26.8% | $2,623-23.9% |
| Participant deferral / active EE | $3,728 | $2,731+36.5% | $4,519-17.5% | $4,346-14.2% |
| Admin fee / account holder | $1,009 | $2,209-54.3% | $6,149-83.6% | $1,942-48.0% |