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 | $71,219 | $72,404-1.6% | $110,238-35.4% | $64,186+11.0% |
| Participation rate | 63.8% | 73.3%-9.5pp | 79.8%-16.0pp | 69.6%-5.8pp |
| Annual return | 9.45% | -6.29%+15.7pp | 314.74%-305.3pp | 7.63%+1.8pp |
| Employer contribution / active EE | $2,436 | $2,282+6.8% | $3,826-36.3% | $2,381+2.3% |
| Participant deferral / active EE | $5,044 | $3,469+45.4% | $4,672+8.0% | $3,470+45.4% |
| Admin fee / account holder | $2,220 | $5,664-60.8% | $8,547-74.0% | $4,888-54.6% |