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 | $82,432 | $48,750+69.1% | $88,946-7.3% | $74,304+10.9% |
| Participation rate | 44.0% | 44.5%-0.4pp | 68.8%-24.8pp | 60.3%-16.3pp |
| Annual return | 77.98% | 25.91%+52.1pp | 57.82%+20.2pp | 29.43%+48.6pp |
| Employer contribution / active EE | $2,497 | $1,255+98.9% | $2,555-2.3% | $2,241+11.4% |
| Participant deferral / active EE | $5,463 | $2,423+125.5% | $4,581+19.2% | $3,767+45.0% |
| Admin fee / account holder | $6,832 | $3,756+81.9% | $8,261-17.3% | $2,969+130.1% |