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 | $63,395 | $180,101-64.8% | $95,745-33.8% | - |
| Participation rate | 69.7% | 65.2%+4.5pp | 72.3%-2.6pp | - |
| Annual return | 13.44% | 26.55%-13.1pp | 28.35%-14.9pp | - |
| Employer contribution / active EE | $3,924 | $2,353+66.8% | $2,835+38.4% | - |
| Participant deferral / active EE | $4,201 | $4,104+2.3% | $4,245-1.0% | - |
| Admin fee / account holder | $13,853 | $23,406-40.8% | $5,678+144.0% | - |