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 | $64,881 | $92,971-30.2% | $96,683-32.9% | $74,419-12.8% |
| Participation rate | 43.9% | 71.5%-27.6pp | 74.3%-30.4pp | 70.7%-26.8pp |
| Annual return | 20.77% | 37.49%-16.7pp | 35.69%-14.9pp | 34.38%-13.6pp |
| Employer contribution / active EE | $1,716 | $3,426-49.9% | $3,737-54.1% | $2,637-34.9% |
| Participant deferral / active EE | $4,271 | $3,970+7.6% | $4,878-12.4% | $4,528-5.7% |
| Admin fee / account holder | $10,091 | $633+1494.5% | $6,730+50.0% | $348+2801.1% |