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 | $66,128 | $81,625-19.0% | $167,512-60.5% | $74,304-11.0% |
| Participation rate | 43.7% | 60.0%-16.3pp | 77.1%-33.3pp | 60.3%-16.6pp |
| Annual return | 19.69% | 26.09%-6.4pp | 1615.79%-1596.1pp | 29.43%-9.7pp |
| Employer contribution / active EE | $1,357 | $2,010-32.5% | $3,882-65.0% | $2,241-39.5% |
| Participant deferral / active EE | $3,231 | $4,115-21.5% | $6,405-49.6% | $3,767-14.2% |
| Admin fee / account holder | $3,448 | $3,474-0.8% | $9,769-64.7% | $2,969+16.1% |