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 | $172,002 | $70,879+142.7% | $189,557-9.3% | $79,386+116.7% |
| Participation rate | 58.1% | 68.0%-9.9pp | 78.4%-20.3pp | 70.7%-12.6pp |
| Annual return | 19.47% | 20.70%-1.2pp | 64.17%-44.7pp | 116.85%-97.4pp |
| Employer contribution / active EE | $3,719 | $1,806+105.9% | $4,412-15.7% | $2,427+53.2% |
| Participant deferral / active EE | $6,612 | $4,081+62.0% | $6,174+7.1% | $4,046+63.4% |
| Admin fee / account holder | $33,799 | $647+5120.1% | $9,807+244.6% | $626+5295.5% |