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 | $30,276 | $55,415-45.4% | $155,509-80.5% | $74,495-59.4% |
| Participation rate | 39.2% | 61.9%-22.7pp | 78.2%-39.0pp | 67.2%-28.0pp |
| Annual return | 11.52% | 268.50%-257.0pp | 64.67%-53.1pp | 1364.94%-1353.4pp |
| Employer contribution / active EE | $531 | $2,267-76.6% | $4,672-88.6% | $2,623-79.7% |
| Participant deferral / active EE | $1,285 | $2,836-54.7% | $5,626-77.2% | $4,346-70.4% |
| Admin fee / account holder | $4,321 | $1,738+148.6% | $15,912-72.8% | $1,942+122.5% |