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 | $148,378 | $81,625+81.8% | $167,512-11.4% | $74,304+99.7% |
| Participation rate | 57.3% | 60.0%-2.8pp | 77.1%-19.8pp | 60.3%-3.1pp |
| Annual return | 18.35% | 26.09%-7.7pp | 1615.79%-1597.4pp | 29.43%-11.1pp |
| Employer contribution / active EE | $2,334 | $2,010+16.1% | $3,882-39.9% | $2,241+4.2% |
| Participant deferral / active EE | $5,917 | $4,115+43.8% | $6,405-7.6% | $3,767+57.1% |
| Admin fee / account holder | $29,624 | $3,474+752.6% | $9,769+203.2% | $2,969+897.8% |