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 | $88,866 | $81,248+9.4% | $155,509-42.9% | $80,856+9.9% |
| Participation rate | 61.0% | 66.2%-5.3pp | 78.2%-17.2pp | 67.6%-6.7pp |
| Annual return | 19.67% | 33.31%-13.6pp | 64.67%-45.0pp | 35.59%-15.9pp |
| Employer contribution / active EE | $591 | $3,100-80.9% | $4,672-87.4% | $2,755-78.6% |
| Participant deferral / active EE | $2,751 | $3,452-20.3% | $5,626-51.1% | $4,296-36.0% |
| Admin fee / account holder | $2,459 | $7,997-69.2% | $15,912-84.5% | $6,918-64.5% |