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 6-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 | $34,896 | $79,171-55.9% | $102,423-65.9% | $74,495-53.2% |
| Participation rate | 48.3% | 74.8%-26.5pp | 76.5%-28.2pp | 67.2%-18.9pp |
| Annual return | 26.88% | 54.93%-28.1pp | 29.32%-2.4pp | 1364.94%-1338.1pp |
| Employer contribution / active EE | $1,486 | $2,362-37.1% | $3,023-50.9% | $2,623-43.4% |
| Participant deferral / active EE | $2,473 | $4,415-44.0% | $5,053-51.1% | $4,346-43.1% |
| Admin fee / account holder | $6,928 | $2,001+246.3% | $9,451-26.7% | $1,942+256.8% |