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 | $17,692 | $49,915-64.6% | $154,803-88.6% | $74,304-76.2% |
| Participation rate | 61.3% | 54.0%+7.3pp | 78.1%-16.8pp | 60.3%+0.9pp |
| Annual return | 13.68% | 34.06%-20.4pp | 58.88%-45.2pp | 29.43%-15.8pp |
| Employer contribution / active EE | $422 | $1,611-73.8% | $4,305-90.2% | $2,241-81.2% |
| Participant deferral / active EE | $1,214 | $2,255-46.2% | $5,540-78.1% | $3,767-67.8% |
| Admin fee / account holder | $1,877 | $2,189-14.3% | $14,329-86.9% | $2,969-36.8% |