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 | $61,182 | $64,839-5.6% | $95,585-36.0% | $84,808-27.9% |
| Participation rate | 65.3% | 63.8%+1.5pp | 72.1%-6.8pp | 68.3%-3.0pp |
| Annual return | 15.34% | -670.96%+686.3pp | 38.56%-23.2pp | 40.90%-25.6pp |
| Employer contribution / active EE | $973 | $1,759-44.7% | $2,527-61.5% | $2,631-63.0% |
| Participant deferral / active EE | $5,085 | $2,965+71.5% | $4,023+26.4% | $4,212+20.7% |
| Admin fee / account holder | $7,554 | $5,964+26.7% | $6,127+23.3% | $7,344+2.9% |