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 8-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 | $91,885 | $80,717+13.8% | $154,803-40.6% | $84,808+8.3% |
| Participation rate | 34.9% | 66.8%-31.9pp | 78.1%-43.2pp | 68.3%-33.4pp |
| Annual return | 19.33% | 37.96%-18.6pp | 58.88%-39.5pp | 40.90%-21.6pp |
| Employer contribution / active EE | $1,525 | $2,761-44.8% | $4,305-64.6% | $2,631-42.0% |
| Participant deferral / active EE | $3,518 | $3,303+6.5% | $5,540-36.5% | $4,212-16.5% |
| Admin fee / account holder | $988 | $6,746-85.4% | $14,329-93.1% | $7,344-86.5% |