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 | $56,009 | $55,415+1.1% | $155,509-64.0% | $74,495-24.8% |
| Participation rate | 65.5% | 61.9%+3.6pp | 78.2%-12.7pp | 67.2%-1.7pp |
| Annual return | 20.81% | 268.50%-247.7pp | 64.67%-43.9pp | 1364.94%-1344.1pp |
| Employer contribution / active EE | $2,561 | $2,267+13.0% | $4,672-45.2% | $2,623-2.3% |
| Participant deferral / active EE | $4,084 | $2,836+44.0% | $5,626-27.4% | $4,346-6.0% |
| Admin fee / account holder | $1,188 | $1,738-31.7% | $15,912-92.5% | $1,942-38.8% |