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 | $65,666 | $27,827+136.0% | $65,255+0.6% | $71,457-8.1% |
| Participation rate | 47.1% | 57.6%-10.5pp | 65.0%-17.8pp | 67.9%-20.8pp |
| Annual return | 19.15% | 41.58%-22.4pp | 47.35%-28.2pp | 28.85%-9.7pp |
| Employer contribution / active EE | $563 | $1,405-59.9% | $1,691-66.7% | $2,588-78.2% |
| Participant deferral / active EE | $1,804 | $1,861-3.1% | $2,831-36.3% | $4,289-57.9% |
| Admin fee / account holder | $4,432 | $3,850+15.1% | $4,112+7.8% | $1,587+179.2% |