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 8-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 | $72,604 | $62,327+16.5% | $120,354-39.7% | $74,495-2.5% |
| Participation rate | 55.4% | 56.8%-1.4pp | 71.9%-16.6pp | 67.2%-11.8pp |
| Annual return | 18.97% | 18.61%+0.4pp | 107.15%-88.2pp | 1364.94%-1346.0pp |
| Employer contribution / active EE | $1,650 | $1,843-10.5% | $3,463-52.4% | $2,623-37.1% |
| Participant deferral / active EE | $3,174 | $2,893+9.7% | $4,991-36.4% | $4,346-27.0% |
| Admin fee / account holder | $396 | $2,396-83.5% | $9,423-95.8% | $1,942-79.6% |