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 | $24,590 | $30,588-19.6% | $53,898-54.4% | $85,563-71.3% |
| Participation rate | 10.2% | 26.3%-16.1pp | 55.0%-44.8pp | 66.0%-55.8pp |
| Annual return | 24.30% | 50.42%-26.1pp | 528.60%-504.3pp | 31.51%-7.2pp |
| Employer contribution / active EE | $222 | $436-49.2% | $932-76.2% | $2,654-91.7% |
| Participant deferral / active EE | $562 | $848-33.7% | $1,826-69.2% | $4,375-87.2% |
| Admin fee / account holder | $2,730 | $1,879+45.3% | $2,491+9.6% | $834+227.2% |