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 | $76,595 | $96,484-20.6% | $156,263-51.0% | $74,304+3.1% |
| Participation rate | 44.7% | 67.7%-23.0pp | 78.9%-34.2pp | 60.3%-15.7pp |
| Annual return | 22.51% | 17.73%+4.8pp | 59.47%-37.0pp | 29.43%-6.9pp |
| Employer contribution / active EE | $1,481 | $2,528-41.4% | $4,333-65.8% | $2,241-33.9% |
| Participant deferral / active EE | $2,945 | $4,286-31.3% | $6,158-52.2% | $3,767-21.8% |
| Admin fee / account holder | $4,840 | $3,728+29.8% | $14,255-66.0% | $2,969+63.0% |