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 | $70,008 | $49,915+40.3% | $154,803-54.8% | $74,304-5.8% |
| Participation rate | 60.1% | 54.0%+6.2pp | 78.1%-17.9pp | 60.3%-0.2pp |
| Annual return | 18.59% | 34.06%-15.5pp | 58.88%-40.3pp | 29.43%-10.8pp |
| Employer contribution / active EE | $2,316 | $1,611+43.7% | $4,305-46.2% | $2,241+3.3% |
| Participant deferral / active EE | $4,231 | $2,255+87.6% | $5,540-23.6% | $3,767+12.3% |
| Admin fee / account holder | $745 | $2,189-66.0% | $14,329-94.8% | $2,969-74.9% |