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 3-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 | $69,758 | $117,983-40.9% | $101,794-31.5% | $142,382-51.0% |
| Participation rate | 66.7% | 74.2%-7.6pp | 69.2%-2.5pp | 80.1%-13.5pp |
| Annual return | 12.85% | 36.92%-24.1pp | 30.53%-17.7pp | 217.08%-204.2pp |
| Employer contribution / active EE | $12,185 | $2,773+339.5% | $2,289+432.4% | $4,299+183.4% |
| Participant deferral / active EE | $10,659 | $4,714+126.1% | $4,084+161.0% | $6,507+63.8% |
| Admin fee / account holder | $1,003 | $10,433-90.4% | $8,777-88.6% | $12,624-92.1% |