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 6-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 | $39,108 | $95,880-59.2% | $107,525-63.6% | $85,563-54.3% |
| Participation rate | 28.9% | 70.1%-41.2pp | 75.1%-46.1pp | 66.0%-37.0pp |
| Annual return | 16.50% | 68.06%-51.6pp | 181.32%-164.8pp | 31.51%-15.0pp |
| Employer contribution / active EE | $1,010 | $3,812-73.5% | $3,754-73.1% | $2,654-61.9% |
| Participant deferral / active EE | $1,863 | $4,201-55.7% | $5,116-63.6% | $4,375-57.4% |
| Admin fee / account holder | $2,289 | $1,025+123.3% | $8,919-74.3% | $834+174.5% |