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 | $189,030 | $80,717+134.2% | $154,803+22.1% | $84,808+122.9% |
| Participation rate | 55.2% | 66.8%-11.6pp | 78.1%-22.9pp | 68.3%-13.1pp |
| Annual return | 16.44% | 37.96%-21.5pp | 58.88%-42.4pp | 40.90%-24.5pp |
| Employer contribution / active EE | $6,255 | $2,761+126.5% | $4,305+45.3% | $2,631+137.8% |
| Participant deferral / active EE | $3,911 | $3,303+18.4% | $5,540-29.4% | $4,212-7.1% |
| Admin fee / account holder | $28,710 | $6,746+325.6% | $14,329+100.4% | $7,344+290.9% |