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 | $86,905 | $86,286+0.7% | $111,297-21.9% | $85,850+1.2% |
| Participation rate | 43.3% | 73.3%-30.0pp | 77.3%-34.0pp | 69.3%-26.0pp |
| Annual return | 14.61% | 19.99%-5.4pp | 54.65%-40.0pp | 318.53%-303.9pp |
| Employer contribution / active EE | $977 | $2,043-52.2% | $2,731-64.2% | $2,565-61.9% |
| Participant deferral / active EE | $2,222 | $3,641-39.0% | $4,487-50.5% | $3,952-43.8% |
| Admin fee / account holder | $886 | $8,188-89.2% | $7,964-88.9% | $6,260-85.9% |