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 | $75,973 | $87,870-13.5% | $113,168-32.9% | $74,304+2.2% |
| Participation rate | 55.3% | 70.7%-15.4pp | 76.6%-21.3pp | 60.3%-5.0pp |
| Annual return | 33.42% | 26.44%+7.0pp | 24.27%+9.2pp | 29.43%+4.0pp |
| Employer contribution / active EE | $1,999 | $2,277-12.2% | $2,975-32.8% | $2,241-10.8% |
| Participant deferral / active EE | $6,558 | $4,241+54.6% | $5,107+28.4% | $3,767+74.1% |
| Admin fee / account holder | $5,370 | $3,368+59.4% | $12,068-55.5% | $2,969+80.9% |