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 | $61,823 | $71,516-13.6% | $98,439-37.2% | $71,457-13.5% |
| Participation rate | 52.0% | 72.7%-20.7pp | 75.2%-23.2pp | 67.9%-16.0pp |
| Annual return | 15.96% | 32.41%-16.5pp | 21.16%-5.2pp | 28.85%-12.9pp |
| Employer contribution / active EE | $1,362 | $2,399-43.2% | $3,048-55.3% | $2,588-47.3% |
| Participant deferral / active EE | $3,469 | $4,109-15.6% | $4,738-26.8% | $4,289-19.1% |
| Admin fee / account holder | $7,597 | $1,675+353.6% | $8,948-15.1% | $1,587+378.6% |