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 | $41,401 | $56,317-26.5% | $71,209-41.9% | $74,304-44.3% |
| Participation rate | 65.9% | 55.1%+10.7pp | 73.8%-7.9pp | 60.3%+5.5pp |
| Annual return | 26.54% | 42.83%-16.3pp | 282.51%-256.0pp | 29.43%-2.9pp |
| Employer contribution / active EE | $1,667 | $2,160-22.8% | $2,721-38.7% | $2,241-25.6% |
| Participant deferral / active EE | $4,355 | $2,788+56.2% | $4,175+4.3% | $3,767+15.6% |
| Admin fee / account holder | $2,544 | $2,290+11.1% | $5,349-52.4% | $2,969-14.3% |