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 9-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 | $72,698 | $69,477+4.6% | $94,646-23.2% | $71,457+1.7% |
| Participation rate | 60.2% | 78.4%-18.3pp | 80.8%-20.7pp | 67.9%-7.8pp |
| Annual return | 23.90% | 29.66%-5.8pp | 156.71%-132.8pp | 28.85%-4.9pp |
| Employer contribution / active EE | $2,554 | $2,853-10.5% | $3,672-30.4% | $2,588-1.3% |
| Participant deferral / active EE | $5,389 | $7,345-26.6% | $7,418-27.3% | $4,289+25.7% |
| Admin fee / account holder | $4,821 | $1,210+298.6% | $7,231-33.3% | $1,587+203.7% |