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 | $68,260 | $84,487-19.2% | $125,339-45.5% | $66,914+2.0% |
| Participation rate | 65.6% | 76.4%-10.8pp | 82.4%-16.8pp | 69.8%-4.2pp |
| Annual return | -1.30% | -8.39%+7.1pp | 572.05%-573.3pp | 1.58%-2.9pp |
| Employer contribution / active EE | $1,401 | $3,553-60.6% | $4,814-70.9% | $2,544-44.9% |
| Participant deferral / active EE | $3,290 | $6,781-51.5% | $7,446-55.8% | $4,237-22.4% |
| Admin fee / account holder | $6,752 | $685+885.6% | $10,010-32.5% | $593+1038.1% |