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 | $52,331 | $79,171-33.9% | $102,423-48.9% | $74,495-29.8% |
| Participation rate | 45.5% | 74.8%-29.3pp | 76.5%-31.0pp | 67.2%-21.7pp |
| Annual return | 12.96% | 54.93%-42.0pp | 29.32%-16.4pp | 1364.94%-1352.0pp |
| Employer contribution / active EE | $1,333 | $2,362-43.6% | $3,023-55.9% | $2,623-49.2% |
| Participant deferral / active EE | $2,716 | $4,415-38.5% | $5,053-46.3% | $4,346-37.5% |
| Admin fee / account holder | $5,110 | $2,001+155.4% | $9,451-45.9% | $1,942+163.1% |