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 | $78,771 | $64,839+21.5% | $95,585-17.6% | $84,808-7.1% |
| Participation rate | 59.8% | 63.8%-4.0pp | 72.1%-12.3pp | 68.3%-8.5pp |
| Annual return | 15.76% | -670.96%+686.7pp | 38.56%-22.8pp | 40.90%-25.1pp |
| Employer contribution / active EE | $2,889 | $1,759+64.2% | $2,527+14.3% | $2,631+9.8% |
| Participant deferral / active EE | $4,364 | $2,965+47.2% | $4,023+8.5% | $4,212+3.6% |
| Admin fee / account holder | $11,507 | $5,964+92.9% | $6,127+87.8% | $7,344+56.7% |