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 | $38,315 | $61,058-37.2% | $71,209-46.2% | $85,563-55.2% |
| Participation rate | 47.8% | 58.6%-10.8pp | 73.8%-26.0pp | 66.0%-18.2pp |
| Annual return | 17.34% | 100.41%-83.1pp | 282.51%-265.2pp | 31.51%-14.2pp |
| Employer contribution / active EE | $818 | $2,199-62.8% | $2,721-69.9% | $2,654-69.2% |
| Participant deferral / active EE | $1,419 | $3,173-55.3% | $4,175-66.0% | $4,375-67.6% |
| Admin fee / account holder | $752 | $855-12.0% | $5,349-85.9% | $834-9.8% |