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 8-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 | $29,856 | $52,406-43.0% | $129,207-76.9% | $74,495-59.9% |
| Participation rate | 41.9% | 53.8%-11.9pp | 69.6%-27.8pp | 67.2%-25.3pp |
| Annual return | 20.04% | 15.66%+4.4pp | 9417.33%-9397.3pp | 1364.94%-1344.9pp |
| Employer contribution / active EE | $1,018 | $1,531-33.5% | $4,153-75.5% | $2,623-61.2% |
| Participant deferral / active EE | $1,813 | $2,794-35.1% | $4,168-56.5% | $4,346-58.3% |
| Admin fee / account holder | $1,499 | $2,633-43.1% | $7,715-80.6% | $1,942-22.8% |