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 | $85,900 | $55,415+55.0% | $155,509-44.8% | $74,495+15.3% |
| Participation rate | 51.2% | 61.9%-10.7pp | 78.2%-27.0pp | 67.2%-16.0pp |
| Annual return | 11.96% | 268.50%-256.5pp | 64.67%-52.7pp | 1364.94%-1353.0pp |
| Employer contribution / active EE | $960 | $2,267-57.7% | $4,672-79.5% | $2,623-63.4% |
| Participant deferral / active EE | $3,098 | $2,836+9.2% | $5,626-44.9% | $4,346-28.7% |
| Admin fee / account holder | $10,949 | $1,738+529.9% | $15,912-31.2% | $1,942+463.9% |