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 | $56,376 | $66,098-14.7% | $101,794-44.6% | $74,304-24.1% |
| Participation rate | 43.7% | 53.8%-10.1pp | 69.2%-25.5pp | 60.3%-16.7pp |
| Annual return | 24.51% | 19.59%+4.9pp | 30.53%-6.0pp | 29.43%-4.9pp |
| Employer contribution / active EE | $567 | $1,082-47.6% | $2,289-75.2% | $2,241-74.7% |
| Participant deferral / active EE | $1,756 | $2,781-36.9% | $4,084-57.0% | $3,767-53.4% |
| Admin fee / account holder | $4,475 | $4,146+7.9% | $8,777-49.0% | $2,969+50.7% |