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 | $79,460 | $91,190-12.9% | $178,490-55.5% | $79,858-0.5% |
| Participation rate | 65.4% | 69.2%-3.8pp | 81.9%-16.5pp | 69.6%-4.2pp |
| Annual return | 12.34% | 24.19%-11.9pp | 151.07%-138.7pp | 31.71%-19.4pp |
| Employer contribution / active EE | $2,563 | $3,256-21.3% | $5,011-48.8% | $2,471+3.7% |
| Participant deferral / active EE | $5,491 | $3,236+69.7% | $5,202+5.6% | $3,740+46.8% |
| Admin fee / account holder | $2,283 | $6,751-66.2% | $13,984-83.7% | $5,306-57.0% |