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 | $48,906 | $59,417-17.7% | $93,606-47.8% | $74,495-34.4% |
| Participation rate | 38.9% | 59.7%-20.8pp | 68.7%-29.9pp | 67.2%-28.3pp |
| Annual return | 14.37% | 81.83%-67.5pp | 133.20%-118.8pp | 1364.94%-1350.6pp |
| Employer contribution / active EE | $1,133 | $1,264-10.3% | $2,420-53.2% | $2,623-56.8% |
| Participant deferral / active EE | $2,015 | $3,050-33.9% | $4,411-54.3% | $4,346-53.6% |
| Admin fee / account holder | $11,593 | $3,021+283.7% | $8,285+39.9% | $1,942+497.1% |