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 | $89,962 | $48,795+84.4% | $65,493+37.4% | $84,808+6.1% |
| Participation rate | 67.8% | 67.0%+0.8pp | 73.1%-5.3pp | 68.3%-0.5pp |
| Annual return | 21.37% | 20.20%+1.2pp | 982.45%-961.1pp | 40.90%-19.5pp |
| Employer contribution / active EE | $5,226 | $1,930+170.8% | $2,574+103.0% | $2,631+98.6% |
| Participant deferral / active EE | $4,300 | $2,928+46.8% | $3,961+8.6% | $4,212+2.1% |
| Admin fee / account holder | $5,212 | $3,877+34.4% | $5,028+3.6% | $7,344-29.0% |