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 | $60,996 | $58,208+4.8% | $81,812-25.4% | $80,856-24.6% |
| Participation rate | 69.6% | 63.4%+6.2pp | 72.3%-2.8pp | 67.6%+1.9pp |
| Annual return | 18.08% | 41.66%-23.6pp | 773.79%-755.7pp | 35.59%-17.5pp |
| Employer contribution / active EE | $1,394 | $2,340-40.4% | $2,912-52.1% | $2,755-49.4% |
| Participant deferral / active EE | $5,078 | $3,281+54.8% | $4,319+17.6% | $4,296+18.2% |
| Admin fee / account holder | $1,544 | $4,981-69.0% | $7,386-79.1% | $6,918-77.7% |