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 | $86,347 | $64,839+33.2% | $95,585-9.7% | $84,808+1.8% |
| Participation rate | 67.4% | 63.8%+3.6pp | 72.1%-4.7pp | 68.3%-0.9pp |
| Annual return | 31.91% | -670.96%+702.9pp | 38.56%-6.7pp | 40.90%-9.0pp |
| Employer contribution / active EE | $780 | $1,759-55.7% | $2,527-69.1% | $2,631-70.4% |
| Participant deferral / active EE | $2,897 | $2,965-2.3% | $4,023-28.0% | $4,212-31.2% |
| Admin fee / account holder | $39,199 | $5,964+557.2% | $6,127+539.7% | $7,344+433.8% |