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 3-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 | $39,787 | $49,915-20.3% | $154,803-74.3% | $74,304-46.5% |
| Participation rate | 61.5% | 54.0%+7.6pp | 78.1%-16.5pp | 60.3%+1.2pp |
| Annual return | 26.51% | 34.06%-7.5pp | 58.88%-32.4pp | 29.43%-2.9pp |
| Employer contribution / active EE | $1,005 | $1,611-37.6% | $4,305-76.6% | $2,241-55.1% |
| Participant deferral / active EE | $3,983 | $2,255+76.7% | $5,540-28.1% | $3,767+5.7% |
| Admin fee / account holder | $1,473 | $2,189-32.7% | $14,329-89.7% | $2,969-50.4% |