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 9-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 | $22,708 | $28,601-20.6% | $71,735-68.3% | $66,914-66.1% |
| Participation rate | 63.8% | 56.7%+7.2pp | 62.3%+1.5pp | 69.8%-6.0pp |
| Annual return | -13.05% | -10.90%-2.2pp | 9.14%-22.2pp | 1.58%-14.6pp |
| Employer contribution / active EE | $1,679 | $1,104+52.1% | $1,704-1.5% | $2,544-34.0% |
| Participant deferral / active EE | $3,081 | $1,912+61.1% | $2,658+15.9% | $4,237-27.3% |
| Admin fee / account holder | $6,334 | $506+1151.1% | $3,974+59.4% | $593+967.7% |