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 | $67,223 | $61,774+8.8% | $97,226-30.9% | $80,856-16.9% |
| Participation rate | 63.8% | 63.5%+0.3pp | 72.7%-8.9pp | 67.6%-3.8pp |
| Annual return | 15.43% | -557.90%+573.3pp | 75.13%-59.7pp | 35.59%-20.2pp |
| Employer contribution / active EE | $2,479 | $1,837+35.0% | $2,729-9.2% | $2,755-10.0% |
| Participant deferral / active EE | $4,424 | $3,029+46.0% | $4,264+3.7% | $4,296+3.0% |
| Admin fee / account holder | $1,995 | $5,166-61.4% | $5,654-64.7% | $6,918-71.2% |