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 | $71,865 | $59,107+21.6% | $86,436-16.9% | $68,494+4.9% |
| Participation rate | 64.6% | 75.2%-10.7pp | 80.3%-15.7pp | 67.9%-3.3pp |
| Annual return | 5.90% | -0.23%+6.1pp | 4394.89%-4389.0pp | -7.84%+13.7pp |
| Employer contribution / active EE | $1,655 | $2,519-34.3% | $3,769-56.1% | $2,596-36.2% |
| Participant deferral / active EE | $4,820 | $5,901-18.3% | $6,952-30.7% | $4,027+19.7% |
| Admin fee / account holder | $3,163 | $5,637-43.9% | $6,731-53.0% | $5,403-41.5% |