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 | $71,311 | $58,290+22.3% | $98,442-27.6% | $86,799-17.8% |
| Participation rate | 54.8% | 68.3%-13.5pp | 73.3%-18.5pp | 72.3%-17.5pp |
| Annual return | 86.13% | 43.48%+42.6pp | 1492.73%-1406.6pp | 97.91%-11.8pp |
| Employer contribution / active EE | $1,526 | $2,008-24.0% | $2,960-48.4% | $2,405-36.5% |
| Participant deferral / active EE | $2,617 | $3,152-17.0% | $4,276-38.8% | $4,131-36.7% |
| Admin fee / account holder | $2,458 | $138+1684.7% | $5,949-58.7% | $170+1349.6% |