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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,225 | $59,805+74.3% | $79,550+31.0% | $68,494+52.2% |
| Participation rate | 68.4% | 61.1%+7.3pp | 69.5%-1.1pp | 67.9%+0.5pp |
| Annual return | 11.23% | -12.30%+23.5pp | 0.16%+11.1pp | -7.84%+19.1pp |
| Employer contribution / active EE | $1,057 | $1,505-29.8% | $2,413-56.2% | $2,596-59.3% |
| Participant deferral / active EE | $6,107 | $3,024+101.9% | $3,985+53.2% | $4,027+51.6% |
| Admin fee / account holder | $5,528 | $4,835+14.3% | $6,832-19.1% | $5,403+2.3% |