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 | $108,006 | $96,484+11.9% | $156,263-30.9% | $74,304+45.4% |
| Participation rate | 61.4% | 67.7%-6.2pp | 78.9%-17.5pp | 60.3%+1.1pp |
| Annual return | 17.10% | 17.73%-0.6pp | 59.47%-42.4pp | 29.43%-12.3pp |
| Employer contribution / active EE | $3,010 | $2,528+19.0% | $4,333-30.5% | $2,241+34.3% |
| Participant deferral / active EE | $5,779 | $4,286+34.8% | $6,158-6.2% | $3,767+53.4% |
| Admin fee / account holder | $8,719 | $3,728+133.9% | $14,255-38.8% | $2,969+193.7% |