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 | $85,457 | $119,446-28.5% | $150,045-43.0% | $85,563-0.1% |
| Participation rate | 38.9% | 75.4%-36.5pp | 82.3%-43.4pp | 66.0%-27.1pp |
| Annual return | 15.37% | 23.72%-8.4pp | 62.55%-47.2pp | 31.51%-16.1pp |
| Employer contribution / active EE | $2,610 | $4,078-36.0% | $4,693-44.4% | $2,654-1.6% |
| Participant deferral / active EE | $3,950 | $7,985-50.5% | $7,997-50.6% | $4,375-9.7% |
| Admin fee / account holder | $6,703 | $548+1124.2% | $13,435-50.1% | $834+703.5% |