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 | $94,691 | $80,724+17.3% | $103,333-8.4% | $74,495+27.1% |
| Participation rate | 68.3% | 65.7%+2.6pp | 74.5%-6.2pp | 67.2%+1.1pp |
| Annual return | 12.69% | 27.56%-14.9pp | 24.88%-12.2pp | 1364.94%-1352.3pp |
| Employer contribution / active EE | $2,835 | $3,157-10.2% | $3,868-26.7% | $2,623+8.1% |
| Participant deferral / active EE | $3,667 | $3,860-5.0% | $5,057-27.5% | $4,346-15.6% |
| Admin fee / account holder | $7,498 | $2,368+216.6% | $8,355-10.3% | $1,942+286.2% |