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 8-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 | $45,642 | $86,944-47.5% | $107,525-57.6% | $74,304-38.6% |
| Participation rate | 38.5% | 59.6%-21.1pp | 75.1%-36.6pp | 60.3%-21.9pp |
| Annual return | 16.93% | 23.52%-6.6pp | 181.32%-164.4pp | 29.43%-12.5pp |
| Employer contribution / active EE | $880 | $2,757-68.1% | $3,754-76.6% | $2,241-60.7% |
| Participant deferral / active EE | $1,642 | $3,554-53.8% | $5,116-67.9% | $3,767-56.4% |
| Admin fee / account holder | $3,368 | $3,727-9.6% | $8,919-62.2% | $2,969+13.4% |