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 | $100,952 | $102,317-1.3% | $146,958-31.3% | $80,856+24.9% |
| Participation rate | 67.2% | 75.8%-8.7pp | 82.2%-15.0pp | 67.6%-0.5pp |
| Annual return | 12.23% | 134.76%-122.5pp | 418.34%-406.1pp | 35.59%-23.4pp |
| Employer contribution / active EE | $1,715 | $3,713-53.8% | $4,933-65.2% | $2,755-37.8% |
| Participant deferral / active EE | $10,271 | $6,644+54.6% | $8,070+27.3% | $4,296+139.1% |
| Admin fee / account holder | $11,604 | $7,941+46.1% | $12,998-10.7% | $6,918+67.7% |