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 | $92,666 | $88,083+5.2% | $164,813-43.8% | $74,495+24.4% |
| Participation rate | 55.9% | 73.0%-17.1pp | 78.6%-22.7pp | 67.2%-11.3pp |
| Annual return | 15.96% | 17.26%-1.3pp | 69.93%-54.0pp | 1364.94%-1349.0pp |
| Employer contribution / active EE | $1,510 | $2,593-41.8% | $4,341-65.2% | $2,623-42.4% |
| Participant deferral / active EE | $4,183 | $4,498-7.0% | $6,031-30.6% | $4,346-3.7% |
| Admin fee / account holder | $1,802 | $2,234-19.3% | $12,690-85.8% | $1,942-7.2% |