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 | $114,747 | $55,415+107.1% | $155,509-26.2% | $74,495+54.0% |
| Participation rate | 64.9% | 61.9%+3.0pp | 78.2%-13.3pp | 67.2%-2.3pp |
| Annual return | 14.21% | 268.50%-254.3pp | 64.67%-50.5pp | 1364.94%-1350.7pp |
| Employer contribution / active EE | $2,476 | $2,267+9.2% | $4,672-47.0% | $2,623-5.6% |
| Participant deferral / active EE | $5,821 | $2,836+105.3% | $5,626+3.5% | $4,346+34.0% |
| Admin fee / account holder | $7,258 | $1,738+317.5% | $15,912-54.4% | $1,942+273.8% |