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 6-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 | $36,505 | $80,724-54.8% | $103,333-64.7% | $74,495-51.0% |
| Participation rate | 52.4% | 65.7%-13.3pp | 74.5%-22.1pp | 67.2%-14.8pp |
| Annual return | 14.33% | 27.56%-13.2pp | 24.88%-10.6pp | 1364.94%-1350.6pp |
| Employer contribution / active EE | $1,072 | $3,157-66.0% | $3,868-72.3% | $2,623-59.1% |
| Participant deferral / active EE | $2,026 | $3,860-47.5% | $5,057-59.9% | $4,346-53.4% |
| Admin fee / account holder | $945 | $2,368-60.1% | $8,355-88.7% | $1,942-51.3% |