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 | $57,145 | $51,045+12.0% | $70,515-19.0% | $71,457-20.0% |
| Participation rate | 55.1% | 59.4%-4.3pp | 68.3%-13.2pp | 67.9%-12.8pp |
| Annual return | 70.06% | 42.63%+27.4pp | 32.77%+37.3pp | 28.85%+41.2pp |
| Employer contribution / active EE | $2,088 | $1,790+16.6% | $2,973-29.8% | $2,588-19.3% |
| Participant deferral / active EE | $4,637 | $3,026+53.2% | $4,567+1.5% | $4,289+8.1% |
| Admin fee / account holder | $2,563 | $1,994+28.5% | $6,412-60.0% | $1,587+61.4% |