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 4-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 | $42,792 | $64,839-34.0% | $95,585-55.2% | $84,808-49.5% |
| Participation rate | 65.0% | 63.8%+1.2pp | 72.1%-7.1pp | 68.3%-3.3pp |
| Annual return | 20.86% | -670.96%+691.8pp | 38.56%-17.7pp | 40.90%-20.0pp |
| Employer contribution / active EE | $2,758 | $1,759+56.8% | $2,527+9.2% | $2,631+4.8% |
| Participant deferral / active EE | $6,085 | $2,965+105.2% | $4,023+51.3% | $4,212+44.5% |
| Admin fee / account holder | $529 | $5,964-91.1% | $6,127-91.4% | $7,344-92.8% |