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 5-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 | $72,024 | $71,050+1.4% | $93,606-23.1% | $80,856-10.9% |
| Participation rate | 62.8% | 60.4%+2.4pp | 68.7%-5.9pp | 67.6%-4.8pp |
| Annual return | 20.14% | 11.26%+8.9pp | 133.20%-113.1pp | 35.59%-15.4pp |
| Employer contribution / active EE | $2,130 | $1,564+36.2% | $2,420-12.0% | $2,755-22.7% |
| Participant deferral / active EE | $5,139 | $4,034+27.4% | $4,411+16.5% | $4,296+19.6% |
| Admin fee / account holder | $26,935 | $6,945+287.8% | $8,285+225.1% | $6,918+289.3% |