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 | $66,332 | $82,917-20.0% | $103,333-35.8% | $77,643-14.6% |
| Participation rate | 31.9% | 71.6%-39.7pp | 74.5%-42.7pp | 70.6%-38.7pp |
| Annual return | 29.34% | 19.13%+10.2pp | 24.88%+4.5pp | 31.24%-1.9pp |
| Employer contribution / active EE | $1,521 | $3,552-57.2% | $3,868-60.7% | $2,726-44.2% |
| Participant deferral / active EE | $3,375 | $4,108-17.8% | $5,057-33.3% | $4,647-27.4% |
| Admin fee / account holder | $13,545 | $638+2022.9% | $8,355+62.1% | $430+3047.1% |