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 | $124,459 | $80,724+54.2% | $103,333+20.4% | $74,495+67.1% |
| Participation rate | 59.1% | 65.7%-6.6pp | 74.5%-15.4pp | 67.2%-8.1pp |
| Annual return | 16.77% | 27.56%-10.8pp | 24.88%-8.1pp | 1364.94%-1348.2pp |
| Employer contribution / active EE | $4,330 | $3,157+37.1% | $3,868+11.9% | $2,623+65.1% |
| Participant deferral / active EE | $4,344 | $3,860+12.5% | $5,057-14.1% | $4,3460% |
| Admin fee / account holder | $3,774 | $2,368+59.4% | $8,355-54.8% | $1,942+94.4% |