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 | $50,517 | $95,880-47.3% | $107,525-53.0% | $85,563-41.0% |
| Participation rate | 35.6% | 70.1%-34.5pp | 75.1%-39.5pp | 66.0%-30.4pp |
| Annual return | 20.55% | 68.06%-47.5pp | 181.32%-160.8pp | 31.51%-11.0pp |
| Employer contribution / active EE | $1,055 | $3,812-72.3% | $3,754-71.9% | $2,654-60.3% |
| Participant deferral / active EE | $2,353 | $4,201-44.0% | $5,116-54.0% | $4,375-46.2% |
| Admin fee / account holder | $4,299 | $1,025+319.2% | $8,919-51.8% | $834+415.4% |