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 | $95,554 | $91,538+4.4% | $129,995-26.5% | $75,163+27.1% |
| Participation rate | 67.1% | 71.4%-4.4pp | 78.5%-11.4pp | 67.2%-0.1pp |
| Annual return | 15.77% | -631.11%+646.9pp | -137.18%+152.9pp | 160.62%-144.8pp |
| Employer contribution / active EE | $985 | $2,845-65.4% | $4,320-77.2% | $2,670-63.1% |
| Participant deferral / active EE | $5,396 | $4,341+24.3% | $5,820-7.3% | $4,125+30.8% |
| Admin fee / account holder | $3,335 | $6,790-50.9% | $10,614-68.6% | $5,651-41.0% |