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 | $27,838 | $67,984-59.1% | $65,493-57.5% | $74,304-62.5% |
| Participation rate | 59.6% | 66.3%-6.7pp | 73.1%-13.4pp | 60.3%-0.7pp |
| Annual return | 15.28% | 19.87%-4.6pp | 982.45%-967.2pp | 29.43%-14.2pp |
| Employer contribution / active EE | $1,150 | $2,491-53.8% | $2,574-55.3% | $2,241-48.7% |
| Participant deferral / active EE | $2,216 | $3,346-33.8% | $3,961-44.0% | $3,767-41.2% |
| Admin fee / account holder | $2,820 | $1,373+105.4% | $5,028-43.9% | $2,969-5.0% |