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 | $58,847 | $86,944-32.3% | $107,525-45.3% | $74,304-20.8% |
| Participation rate | 66.0% | 59.6%+6.4pp | 75.1%-9.1pp | 60.3%+5.6pp |
| Annual return | 19.74% | 23.52%-3.8pp | 181.32%-161.6pp | 29.43%-9.7pp |
| Employer contribution / active EE | $3,689 | $2,757+33.8% | $3,754-1.7% | $2,241+64.6% |
| Participant deferral / active EE | $4,410 | $3,554+24.1% | $5,116-13.8% | $3,767+17.0% |
| Admin fee / account holder | $13,172 | $3,727+253.5% | $8,919+47.7% | $2,969+343.7% |