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 | $91,441 | $80,968+12.9% | $96,544-5.3% | $75,163+21.7% |
| Participation rate | 61.8% | 71.8%-10.0pp | 76.0%-14.2pp | 67.2%-5.4pp |
| Annual return | 16.19% | 27.06%-10.9pp | 25.84%-9.7pp | 160.62%-144.4pp |
| Employer contribution / active EE | $847 | $2,282-62.9% | $2,965-71.4% | $2,670-68.3% |
| Participant deferral / active EE | $2,803 | $3,928-28.6% | $4,851-42.2% | $4,125-32.1% |
| Admin fee / account holder | $747 | $6,724-88.9% | $8,252-91.0% | $5,651-86.8% |