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 | $120,783 | $49,915+142.0% | $154,803-22.0% | $74,304+62.6% |
| Participation rate | 65.4% | 54.0%+11.5pp | 78.1%-12.7pp | 60.3%+5.1pp |
| Annual return | 17.07% | 34.06%-17.0pp | 58.88%-41.8pp | 29.43%-12.4pp |
| Employer contribution / active EE | $1,150 | $1,611-28.6% | $4,305-73.3% | $2,241-48.7% |
| Participant deferral / active EE | $7,125 | $2,255+216.0% | $5,540+28.6% | $3,767+89.1% |
| Admin fee / account holder | $2,084 | $2,189-4.8% | $14,329-85.5% | $2,969-29.8% |