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 | $89,462 | $117,983-24.2% | $101,794-12.1% | $142,382-37.2% |
| Participation rate | 68.4% | 74.2%-5.8pp | 69.2%-0.8pp | 80.1%-11.7pp |
| Annual return | 17.67% | 36.92%-19.2pp | 30.53%-12.9pp | 217.08%-199.4pp |
| Employer contribution / active EE | $3,061 | $2,773+10.4% | $2,289+33.7% | $4,299-28.8% |
| Participant deferral / active EE | $7,446 | $4,714+58.0% | $4,084+82.3% | $6,507+14.4% |
| Admin fee / account holder | $33,641 | $10,433+222.4% | $8,777+283.3% | $12,624+166.5% |