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 | $56,195 | $52,406+7.2% | $129,207-56.5% | $74,495-24.6% |
| Participation rate | 47.4% | 53.8%-6.4pp | 69.6%-22.2pp | 67.2%-19.8pp |
| Annual return | 15.09% | 15.66%-0.6pp | 9417.33%-9402.2pp | 1364.94%-1349.9pp |
| Employer contribution / active EE | $1,158 | $1,531-24.4% | $4,153-72.1% | $2,623-55.9% |
| Participant deferral / active EE | $3,036 | $2,794+8.6% | $4,168-27.1% | $4,346-30.1% |
| Admin fee / account holder | $1,088 | $2,633-58.7% | $7,715-85.9% | $1,942-44.0% |