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 3-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 | $22,662 | $81,248-72.1% | $155,509-85.4% | $80,856-72.0% |
| Participation rate | 63.9% | 66.2%-2.4pp | 78.2%-14.3pp | 67.6%-3.8pp |
| Annual return | 21.51% | 33.31%-11.8pp | 64.67%-43.2pp | 35.59%-14.1pp |
| Employer contribution / active EE | $1,503 | $3,100-51.5% | $4,672-67.8% | $2,755-45.4% |
| Participant deferral / active EE | $2,184 | $3,452-36.7% | $5,626-61.2% | $4,296-49.2% |
| Admin fee / account holder | $363 | $7,997-95.5% | $15,912-97.7% | $6,918-94.8% |