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 5-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 | $34,504 | $44,897-23.1% | $84,966-59.4% | $199,593-82.7% |
| Participation rate | 8.7% | 45.7%-37.0pp | 67.5%-58.8pp | 72.0%-63.3pp |
| Annual return | 78.65% | 20.96%+57.7pp | 66.38%+12.3pp | 34.25%+44.4pp |
| Employer contribution / active EE | $181 | $1,365-86.7% | $2,727-93.4% | $3,034-94.0% |
| Participant deferral / active EE | $552 | $2,668-79.3% | $4,519-87.8% | $5,087-89.1% |
| Admin fee / account holder | $457 | $584-21.8% | $6,149-92.6% | $269+69.9% |