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 | $75,382 | $64,839+16.3% | $95,585-21.1% | $84,808-11.1% |
| Participation rate | 64.7% | 63.8%+0.9pp | 72.1%-7.4pp | 68.3%-3.6pp |
| Annual return | 14.42% | -670.96%+685.4pp | 38.56%-24.1pp | 40.90%-26.5pp |
| Employer contribution / active EE | $1,342 | $1,759-23.7% | $2,527-46.9% | $2,631-49.0% |
| Participant deferral / active EE | $3,716 | $2,965+25.4% | $4,023-7.6% | $4,212-11.8% |
| Admin fee / account holder | $2,706 | $5,964-54.6% | $6,127-55.8% | $7,344-63.2% |