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 | $29,947 | $84,487-64.6% | $125,339-76.1% | $66,914-55.2% |
| Participation rate | 59.4% | 76.4%-17.0pp | 82.4%-23.0pp | 69.8%-10.4pp |
| Annual return | -14.18% | -8.39%-5.8pp | 572.05%-586.2pp | 1.58%-15.8pp |
| Employer contribution / active EE | $2,667 | $3,553-24.9% | $4,814-44.6% | $2,544+4.8% |
| Participant deferral / active EE | $6,845 | $6,781+0.9% | $7,446-8.1% | $4,237+61.6% |
| Admin fee / account holder | $1,658 | $685+142.1% | $10,010-83.4% | $593+179.5% |