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 | $90,178 | $69,977+28.9% | $108,579-16.9% | $62,891+43.4% |
| Participation rate | 63.6% | 72.9%-9.3pp | 79.6%-15.9pp | 69.3%-5.7pp |
| Annual return | 10.61% | 10.73%-0.1pp | -51.70%+62.3pp | 20.14%-9.5pp |
| Employer contribution / active EE | $1,140 | $2,135-46.6% | $3,758-69.7% | $2,281-50.0% |
| Participant deferral / active EE | $3,670 | $3,165+16.0% | $4,311-14.9% | $3,203+14.6% |
| Admin fee / account holder | $5,054 | $5,076-0.4% | $7,645-33.9% | $4,296+17.7% |