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 3-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 | $40,227 | $109,881-63.4% | $150,045-73.2% | $84,808-52.6% |
| Participation rate | 68.1% | 76.1%-8.0pp | 82.3%-14.3pp | 68.3%-0.3pp |
| Annual return | 31.64% | 28.25%+3.4pp | 62.55%-30.9pp | 40.90%-9.3pp |
| Employer contribution / active EE | $4,473 | $3,561+25.6% | $4,693-4.7% | $2,631+70.0% |
| Participant deferral / active EE | $9,915 | $6,636+49.4% | $7,997+24.0% | $4,212+135.4% |
| Admin fee / account holder | $4,372 | $8,568-49.0% | $13,435-67.5% | $7,344-40.5% |