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 | $99,285 | $65,561+51.4% | $91,541+8.5% | $74,304+33.6% |
| Participation rate | 66.2% | 56.6%+9.6pp | 69.8%-3.6pp | 60.3%+5.8pp |
| Annual return | 21.11% | 17.68%+3.4pp | 20.50%+0.6pp | 29.43%-8.3pp |
| Employer contribution / active EE | $2,876 | $1,717+67.5% | $2,505+14.8% | $2,241+28.3% |
| Participant deferral / active EE | $6,698 | $2,918+129.5% | $4,008+67.1% | $3,767+77.8% |
| Admin fee / account holder | $7,388 | $3,333+121.7% | $6,956+6.2% | $2,969+148.9% |