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 | $51,091 | $86,944-41.2% | $107,525-52.5% | $74,304-31.2% |
| Participation rate | 54.1% | 59.6%-5.5pp | 75.1%-21.0pp | 60.3%-6.3pp |
| Annual return | 28.12% | 23.52%+4.6pp | 181.32%-153.2pp | 29.43%-1.3pp |
| Employer contribution / active EE | $1,863 | $2,757-32.4% | $3,754-50.4% | $2,241-16.9% |
| Participant deferral / active EE | $4,637 | $3,554+30.5% | $5,116-9.4% | $3,767+23.1% |
| Admin fee / account holder | $6,466 | $3,727+73.5% | $8,919-27.5% | $2,969+117.8% |