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 7-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 | $50,738 | $73,360-30.8% | $177,989-71.5% | $74,495-31.9% |
| Participation rate | 53.4% | 66.6%-13.2pp | 77.1%-23.7pp | 67.2%-13.8pp |
| Annual return | 118.18% | 17.49%+100.7pp | 294.48%-176.3pp | 1364.94%-1246.8pp |
| Employer contribution / active EE | $2,428 | $2,216+9.6% | $3,949-38.5% | $2,623-7.4% |
| Participant deferral / active EE | $2,638 | $4,513-41.6% | $6,276-58.0% | $4,346-39.3% |
| Admin fee / account holder | $6,268 | $1,808+246.8% | $10,363-39.5% | $1,942+222.8% |