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 | $66,579 | $78,485-15.2% | $106,213-37.3% | $74,495-10.6% |
| Participation rate | 35.8% | 72.8%-37.0pp | 75.3%-39.5pp | 67.2%-31.4pp |
| Annual return | 16.16% | 15.95%+0.2pp | 116.14%-100.0pp | 1364.94%-1348.8pp |
| Employer contribution / active EE | $1,852 | $2,523-26.6% | $3,171-41.6% | $2,623-29.4% |
| Participant deferral / active EE | $3,051 | $4,322-29.4% | $5,016-39.2% | $4,346-29.8% |
| Admin fee / account holder | $6,488 | $2,232+190.7% | $11,033-41.2% | $1,942+234.1% |