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 | $62,148 | $63,861-2.7% | $104,607-40.6% | $79,858-22.2% |
| Participation rate | 65.5% | 64.9%+0.6pp | 74.1%-8.6pp | 69.6%-4.1pp |
| Annual return | 15.32% | 21.30%-6.0pp | 340.46%-325.1pp | 31.71%-16.4pp |
| Employer contribution / active EE | $1,823 | $1,588+14.8% | $2,681-32.0% | $2,471-26.2% |
| Participant deferral / active EE | $4,405 | $2,693+63.5% | $3,740+17.8% | $3,740+17.8% |
| Admin fee / account holder | $649 | $4,185-84.5% | $6,473-90.0% | $5,306-87.8% |