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 3-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 | $19,777 | $59,097-66.5% | $82,389-76.0% | $74,304-73.4% |
| Participation rate | 45.8% | 52.8%-6.9pp | 69.5%-23.7pp | 60.3%-14.5pp |
| Annual return | 32.26% | 22.85%+9.4pp | 28.67%+3.6pp | 29.43%+2.8pp |
| Employer contribution / active EE | $2,036 | $1,601+27.2% | $2,517-19.1% | $2,241-9.1% |
| Participant deferral / active EE | $3,485 | $2,775+25.6% | $4,155-16.1% | $3,767-7.5% |
| Admin fee / account holder | $998 | $4,489-77.8% | $7,231-86.2% | $2,969-66.4% |