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 | $94,162 | $100,923-6.7% | $150,045-37.2% | $74,304+26.7% |
| Participation rate | 58.4% | 70.1%-11.7pp | 82.3%-24.0pp | 60.3%-2.0pp |
| Annual return | 22.18% | 51.77%-29.6pp | 62.55%-40.4pp | 29.43%-7.2pp |
| Employer contribution / active EE | $3,980 | $3,463+14.9% | $4,693-15.2% | $2,241+77.6% |
| Participant deferral / active EE | $7,246 | $6,709+8.0% | $7,997-9.4% | $3,767+92.3% |
| Admin fee / account holder | $1,094 | $2,767-60.5% | $13,435-91.9% | $2,969-63.1% |