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 3-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 | $57,802 | $84,556-31.6% | $116,228-50.3% | $74,304-22.2% |
| Participation rate | 49.7% | 66.0%-16.4pp | 74.6%-24.9pp | 60.3%-10.7pp |
| Annual return | 15.07% | 18.35%-3.3pp | 90.06%-75.0pp | 29.43%-14.4pp |
| Employer contribution / active EE | $2,620 | $2,168+20.9% | $2,994-12.5% | $2,241+16.9% |
| Participant deferral / active EE | $4,104 | $3,814+7.6% | $4,953-17.1% | $3,767+8.9% |
| Admin fee / account holder | $22,401 | $3,792+490.7% | $11,989+86.8% | $2,969+654.5% |