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 | $62,894 | $54,705+15.0% | $71,209-11.7% | $84,808-25.8% |
| Participation rate | 59.7% | 64.1%-4.4pp | 73.8%-14.1pp | 68.3%-8.6pp |
| Annual return | 15.30% | 35.90%-20.6pp | 282.51%-267.2pp | 40.90%-25.6pp |
| Employer contribution / active EE | $2,904 | $2,158+34.6% | $2,721+6.7% | $2,631+10.4% |
| Participant deferral / active EE | $3,212 | $3,030+6.0% | $4,175-23.1% | $4,212-23.7% |
| Admin fee / account holder | $8,283 | $4,863+70.3% | $5,349+54.9% | $7,344+12.8% |