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 | $99,094 | $49,915+98.5% | $154,803-36.0% | $74,304+33.4% |
| Participation rate | 49.6% | 54.0%-4.3pp | 78.1%-28.4pp | 60.3%-10.7pp |
| Annual return | 13.08% | 34.06%-21.0pp | 58.88%-45.8pp | 29.43%-16.4pp |
| Employer contribution / active EE | $3,749 | $1,611+132.7% | $4,305-12.9% | $2,241+67.3% |
| Participant deferral / active EE | $3,738 | $2,255+65.8% | $5,540-32.5% | $3,767-0.8% |
| Admin fee / account holder | $2,606 | $2,189+19.0% | $14,329-81.8% | $2,969-12.2% |