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 | $12,870 | $41,078-68.7% | $80,569-84.0% | $71,457-82.0% |
| Participation rate | 31.2% | 50.2%-19.0pp | 67.0%-35.8pp | 67.9%-36.7pp |
| Annual return | 44.63% | 38.45%+6.2pp | 935.43%-890.8pp | 28.85%+15.8pp |
| Employer contribution / active EE | $2,233 | $1,506+48.3% | $2,723-18.0% | $2,588-13.7% |
| Participant deferral / active EE | $4,002 | $2,699+48.2% | $4,447-10.0% | $4,289-6.7% |
| Admin fee / account holder | $964 | $1,840-47.6% | $5,377-82.1% | $1,587-39.2% |