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 7-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 | $40,399 | $62,132-35.0% | $185,823-78.3% | $73,488-45.0% |
| Participation rate | 57.6% | 67.8%-10.3pp | 78.0%-20.5pp | 70.7%-13.1pp |
| Annual return | 34.55% | 20.44%+14.1pp | 35.95%-1.4pp | 28.51%+6.0pp |
| Employer contribution / active EE | $2,420 | $1,681+44.0% | $4,087-40.8% | $2,270+6.6% |
| Participant deferral / active EE | $4,900 | $3,711+32.0% | $5,632-13.0% | $3,740+31.0% |
| Admin fee / account holder | $1,912 | $419+356.7% | $9,500-79.9% | $513+272.7% |