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 | $63,616 | $88,083-27.8% | $164,813-61.4% | $74,495-14.6% |
| Participation rate | 65.0% | 73.0%-8.0pp | 78.6%-13.6pp | 67.2%-2.2pp |
| Annual return | 15.74% | 17.26%-1.5pp | 69.93%-54.2pp | 1364.94%-1349.2pp |
| Employer contribution / active EE | $1,142 | $2,593-55.9% | $4,341-73.7% | $2,623-56.4% |
| Participant deferral / active EE | $5,564 | $4,498+23.7% | $6,031-7.8% | $4,346+28.0% |
| Admin fee / account holder | $1,818 | $2,234-18.6% | $12,690-85.7% | $1,942-6.4% |