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 3-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 | $15,924 | $44,960-64.6% | $84,966-81.3% | $74,495-78.6% |
| Participation rate | 68.6% | 49.4%+19.2pp | 67.5%+1.1pp | 67.2%+1.4pp |
| Annual return | 15.68% | 26.24%-10.6pp | 66.38%-50.7pp | 1364.94%-1349.3pp |
| Employer contribution / active EE | $955 | $1,457-34.4% | $2,727-65.0% | $2,623-63.6% |
| Participant deferral / active EE | $1,836 | $2,731-32.8% | $4,519-59.4% | $4,346-57.7% |
| Admin fee / account holder | $1,538 | $2,209-30.4% | $6,149-75.0% | $1,942-20.8% |