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 | $64,927 | $80,724-19.6% | $103,333-37.2% | $74,495-12.8% |
| Participation rate | 47.6% | 65.7%-18.1pp | 74.5%-26.9pp | 67.2%-19.6pp |
| Annual return | 11.41% | 27.56%-16.1pp | 24.88%-13.5pp | 1364.94%-1353.5pp |
| Employer contribution / active EE | $1,913 | $3,157-39.4% | $3,868-50.6% | $2,623-27.1% |
| Participant deferral / active EE | $2,551 | $3,860-33.9% | $5,057-49.6% | $4,346-41.3% |
| Admin fee / account holder | $2,197 | $2,368-7.2% | $8,355-73.7% | $1,942+13.2% |