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 | $39,216 | $52,406-25.2% | $129,207-69.6% | $74,495-47.4% |
| Participation rate | 29.3% | 53.8%-24.5pp | 69.6%-40.3pp | 67.2%-37.9pp |
| Annual return | 12.98% | 15.66%-2.7pp | 9417.33%-9404.4pp | 1364.94%-1352.0pp |
| Employer contribution / active EE | $555 | $1,531-63.7% | $4,153-86.6% | $2,623-78.8% |
| Participant deferral / active EE | $2,470 | $2,794-11.6% | $4,168-40.7% | $4,346-43.2% |
| Admin fee / account holder | $7,046 | $2,633+167.6% | $7,715-8.7% | $1,942+262.9% |