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 | $53,445 | $53,053+0.7% | $126,539-57.8% | $74,304-28.1% |
| Participation rate | 61.3% | 48.0%+13.3pp | 69.8%-8.5pp | 60.3%+0.9pp |
| Annual return | 39.00% | 29.46%+9.5pp | 425.95%-386.9pp | 29.43%+9.6pp |
| Employer contribution / active EE | $2,637 | $1,168+125.9% | $3,674-28.2% | $2,241+17.7% |
| Participant deferral / active EE | $5,371 | $2,303+133.2% | $4,083+31.6% | $3,767+42.6% |
| Admin fee / account holder | $5,071 | $3,698+37.1% | $6,065-16.4% | $2,969+70.8% |