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 | $68,644 | $82,978-17.3% | $129,995-47.2% | $71,457-3.9% |
| Participation rate | 49.4% | 74.1%-24.6pp | 78.5%-29.0pp | 67.9%-18.5pp |
| Annual return | 35.94% | 20.60%+15.3pp | -137.18%+173.1pp | 28.85%+7.1pp |
| Employer contribution / active EE | $940 | $2,622-64.1% | $4,320-78.2% | $2,588-63.7% |
| Participant deferral / active EE | $2,746 | $4,432-38.0% | $5,820-52.8% | $4,289-36.0% |
| Admin fee / account holder | $1,660 | $1,729-4.0% | $10,614-84.4% | $1,587+4.6% |