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 | $29,360 | $83,902-65.0% | $167,512-82.5% | $84,808-65.4% |
| Participation rate | 69.7% | 66.5%+3.2pp | 77.1%-7.4pp | 68.3%+1.4pp |
| Annual return | 13.52% | 91.55%-78.0pp | 1615.79%-1602.3pp | 40.90%-27.4pp |
| Employer contribution / active EE | $1,209 | $2,264-46.6% | $3,882-68.9% | $2,631-54.0% |
| Participant deferral / active EE | $2,299 | $4,442-48.3% | $6,405-64.1% | $4,212-45.4% |
| Admin fee / account holder | $3,772 | $7,915-52.3% | $9,769-61.4% | $7,344-48.6% |