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 8-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 | $56,194 | $54,517+3.1% | $75,972-26.0% | $74,495-24.6% |
| Participation rate | 63.3% | 60.3%+3.0pp | 69.1%-5.7pp | 67.2%-3.9pp |
| Annual return | 28.54% | 31.82%-3.3pp | 359.55%-331.0pp | 1364.94%-1336.4pp |
| Employer contribution / active EE | $2,225 | $1,777+25.2% | $2,685-17.1% | $2,623-15.2% |
| Participant deferral / active EE | $5,454 | $3,066+77.9% | $4,255+28.2% | $4,346+25.5% |
| Admin fee / account holder | $2,804 | $2,229+25.8% | $6,467-56.6% | $1,942+44.4% |