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 | $31,446 | $30,588+2.8% | $53,898-41.7% | $85,563-63.2% |
| Participation rate | 59.2% | 26.3%+32.9pp | 55.0%+4.3pp | 66.0%-6.7pp |
| Annual return | 45.73% | 50.42%-4.7pp | 528.60%-482.9pp | 31.51%+14.2pp |
| Employer contribution / active EE | $877 | $436+101.3% | $932-5.9% | $2,654-66.9% |
| Participant deferral / active EE | $2,404 | $848+183.5% | $1,826+31.6% | $4,375-45.1% |
| Admin fee / account holder | $2,167 | $1,879+15.3% | $2,491-13.0% | $834+159.8% |