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 | $144,380 | $64,839+122.7% | $95,585+51.0% | $84,808+70.2% |
| Participation rate | 69.4% | 63.8%+5.5pp | 72.1%-2.7pp | 68.3%+1.0pp |
| Annual return | 15.29% | -670.96%+686.3pp | 38.56%-23.3pp | 40.90%-25.6pp |
| Employer contribution / active EE | $2,505 | $1,759+42.4% | $2,527-0.8% | $2,631-4.8% |
| Participant deferral / active EE | $4,268 | $2,965+43.9% | $4,023+6.1% | $4,212+1.3% |
| Admin fee / account holder | $2,752 | $5,964-53.9% | $6,127-55.1% | $7,344-62.5% |