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 4-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 | $73,395 | $51,576+42.3% | $129,207-43.2% | $80,856-9.2% |
| Participation rate | 64.9% | 57.0%+7.9pp | 69.6%-4.7pp | 67.6%-2.8pp |
| Annual return | 17.45% | 20.81%-3.4pp | 9417.33%-9399.9pp | 35.59%-18.1pp |
| Employer contribution / active EE | $1,793 | $1,584+13.2% | $4,153-56.8% | $2,755-34.9% |
| Participant deferral / active EE | $3,364 | $2,669+26.0% | $4,168-19.3% | $4,296-21.7% |
| Admin fee / account holder | $719 | $4,305-83.3% | $7,715-90.7% | $6,918-89.6% |