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 | $86,701 | $109,881-21.1% | $150,045-42.2% | $84,808+2.2% |
| Participation rate | 57.0% | 76.1%-19.1pp | 82.3%-25.3pp | 68.3%-11.3pp |
| Annual return | 16.87% | 28.25%-11.4pp | 62.55%-45.7pp | 40.90%-24.0pp |
| Employer contribution / active EE | $2,082 | $3,561-41.5% | $4,693-55.6% | $2,631-20.9% |
| Participant deferral / active EE | $4,219 | $6,636-36.4% | $7,997-47.2% | $4,212+0.2% |
| Admin fee / account holder | $11,223 | $8,568+31.0% | $13,435-16.5% | $7,344+52.8% |