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 6-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 | $58,325 | $80,724-27.7% | $103,333-43.6% | $74,495-21.7% |
| Participation rate | 56.7% | 65.7%-8.9pp | 74.5%-17.8pp | 67.2%-10.5pp |
| Annual return | 16.85% | 27.56%-10.7pp | 24.88%-8.0pp | 1364.94%-1348.1pp |
| Employer contribution / active EE | $2,543 | $3,157-19.4% | $3,868-34.2% | $2,623-3.0% |
| Participant deferral / active EE | $5,105 | $3,860+32.3% | $5,057+0.9% | $4,346+17.5% |
| Admin fee / account holder | $4,356 | $2,368+83.9% | $8,355-47.9% | $1,942+124.3% |