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 | $50,045 | $67,984-26.4% | $65,493-23.6% | $74,304-32.6% |
| Participation rate | 51.6% | 66.3%-14.7pp | 73.1%-21.5pp | 60.3%-8.8pp |
| Annual return | 12.76% | 19.87%-7.1pp | 982.45%-969.7pp | 29.43%-16.7pp |
| Employer contribution / active EE | $2,045 | $2,491-17.9% | $2,574-20.6% | $2,241-8.8% |
| Participant deferral / active EE | $3,777 | $3,346+12.9% | $3,961-4.6% | $3,767+0.3% |
| Admin fee / account holder | $8,551 | $1,373+522.9% | $5,028+70.1% | $2,969+188.0% |