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 | $197,400 | $60,022+228.9% | $88,946+121.9% | $84,808+132.8% |
| Participation rate | 69.0% | 57.8%+11.2pp | 68.8%+0.2pp | 68.3%+0.7pp |
| Annual return | 698.38% | 22.43%+676.0pp | 57.82%+640.6pp | 40.90%+657.5pp |
| Employer contribution / active EE | $3,468 | $1,703+103.7% | $2,555+35.7% | $2,631+31.8% |
| Participant deferral / active EE | $8,129 | $3,114+161.1% | $4,581+77.4% | $4,212+93.0% |
| Admin fee / account holder | $11,244 | $4,811+133.7% | $8,261+36.1% | $7,344+53.1% |