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 | $34,216 | $62,928-45.6% | $172,739-80.2% | $67,579-49.4% |
| Participation rate | 31.2% | 64.5%-33.3pp | 82.6%-51.5pp | 71.3%-40.1pp |
| Annual return | 1124.35% | 30.36%+1094.0pp | 802.84%+321.5pp | 378.56%+745.8pp |
| Employer contribution / active EE | $610 | $1,636-62.7% | $5,143-88.1% | $2,148-71.6% |
| Participant deferral / active EE | $918 | $2,145-57.2% | $5,198-82.3% | $3,539-74.1% |
| Admin fee / account holder | $5,319 | $167+3092.4% | $13,954-61.9% | $142+3638.6% |