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 | $100,085 | $59,097+69.4% | $82,389+21.5% | $74,304+34.7% |
| Participation rate | 44.9% | 52.8%-7.9pp | 69.5%-24.7pp | 60.3%-15.5pp |
| Annual return | 16.16% | 22.85%-6.7pp | 28.67%-12.5pp | 29.43%-13.3pp |
| Employer contribution / active EE | $5,846 | $1,601+265.2% | $2,517+132.2% | $2,241+160.8% |
| Participant deferral / active EE | $1,105 | $2,775-60.2% | $4,155-73.4% | $3,767-70.7% |
| Admin fee / account holder | $643 | $4,489-85.7% | $7,231-91.1% | $2,969-78.3% |