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 | $23,452 | $49,915-53.0% | $154,803-84.9% | $74,304-68.4% |
| Participation rate | 48.0% | 54.0%-6.0pp | 78.1%-30.1pp | 60.3%-12.4pp |
| Annual return | 12.36% | 34.06%-21.7pp | 58.88%-46.5pp | 29.43%-17.1pp |
| Employer contribution / active EE | $821 | $1,611-49.0% | $4,305-80.9% | $2,241-63.4% |
| Participant deferral / active EE | $1,884 | $2,255-16.4% | $5,540-66.0% | $3,767-50.0% |
| Admin fee / account holder | $3,281 | $2,189+49.9% | $14,329-77.1% | $2,969+10.5% |