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 9-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 | $45,299 | $101,317-55.3% | $146,958-69.2% | $74,495-39.2% |
| Participation rate | 51.4% | 75.5%-24.2pp | 82.2%-30.8pp | 67.2%-15.8pp |
| Annual return | 20.48% | 8730.91%-8710.4pp | 418.34%-397.9pp | 1364.94%-1344.5pp |
| Employer contribution / active EE | $4,266 | $3,810+12.0% | $4,933-13.5% | $2,623+62.6% |
| Participant deferral / active EE | $5,769 | $7,303-21.0% | $8,070-28.5% | $4,346+32.7% |
| Admin fee / account holder | $7,926 | $1,739+355.8% | $12,998-39.0% | $1,942+308.2% |