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 | $78,468 | $55,415+41.6% | $155,509-49.5% | $74,495+5.3% |
| Participation rate | 62.1% | 61.9%+0.2pp | 78.2%-16.1pp | 67.2%-5.1pp |
| Annual return | 12.52% | 268.50%-256.0pp | 64.67%-52.1pp | 1364.94%-1352.4pp |
| Employer contribution / active EE | $855 | $2,267-62.3% | $4,672-81.7% | $2,623-67.4% |
| Participant deferral / active EE | $3,304 | $2,836+16.5% | $5,626-41.3% | $4,346-24.0% |
| Admin fee / account holder | $2,759 | $1,738+58.7% | $15,912-82.7% | $1,942+42.1% |