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 6-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 | $60,636 | $71,050-14.7% | $93,606-35.2% | $80,856-25.0% |
| Participation rate | 64.0% | 60.4%+3.6pp | 68.7%-4.7pp | 67.6%-3.6pp |
| Annual return | 16.44% | 11.26%+5.2pp | 133.20%-116.8pp | 35.59%-19.2pp |
| Employer contribution / active EE | $4,094 | $1,564+161.8% | $2,420+69.2% | $2,755+48.6% |
| Participant deferral / active EE | $7,595 | $4,034+88.3% | $4,411+72.2% | $4,296+76.8% |
| Admin fee / account holder | $794 | $6,945-88.6% | $8,285-90.4% | $6,918-88.5% |