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 8-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 | $26,814 | $47,126-43.1% | $149,673-82.1% | $74,419-64.0% |
| Participation rate | 35.2% | 63.4%-28.2pp | 78.8%-43.5pp | 70.7%-35.5pp |
| Annual return | 23.82% | 22.75%+1.1pp | 134.42%-110.6pp | 34.38%-10.6pp |
| Employer contribution / active EE | $0 | $1,905-100.0% | $4,818-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $2,614 | $2,728-4.2% | $5,680-54.0% | $4,528-42.3% |
| Admin fee / account holder | $721 | $343+110.4% | $13,210-94.5% | $348+107.3% |