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 | $45,256 | $86,655-47.8% | $119,609-62.2% | $66,914-32.4% |
| Participation rate | 56.5% | 75.6%-19.0pp | 79.3%-22.7pp | 69.8%-13.3pp |
| Annual return | -13.85% | -8.00%-5.9pp | -14.97%+1.1pp | 1.58%-15.4pp |
| Employer contribution / active EE | $1,817 | $2,536-28.3% | $4,232-57.1% | $2,544-28.6% |
| Participant deferral / active EE | $4,702 | $4,358+7.9% | $5,602-16.1% | $4,237+11.0% |
| Admin fee / account holder | $11,300 | $755+1397.3% | $10,323+9.5% | $593+1804.8% |