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 | $97,069 | $85,022+14.2% | $70,515+37.7% | $139,434-30.4% |
| Participation rate | 66.7% | 73.9%-7.2pp | 68.3%-1.7pp | 80.3%-13.7pp |
| Annual return | 13.03% | 30.38%-17.4pp | 32.77%-19.7pp | 372.94%-359.9pp |
| Employer contribution / active EE | $2,049 | $3,909-47.6% | $2,973-31.1% | $4,751-56.9% |
| Participant deferral / active EE | $5,116 | $5,890-13.2% | $4,567+12.0% | $6,710-23.8% |
| Admin fee / account holder | $1,937 | $8,906-78.3% | $6,412-69.8% | $11,403-83.0% |