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 | $90,439 | $91,190-0.8% | $178,490-49.3% | $79,858+13.2% |
| Participation rate | 53.8% | 69.2%-15.4pp | 81.9%-28.1pp | 69.6%-15.8pp |
| Annual return | 17.64% | 24.19%-6.5pp | 151.07%-133.4pp | 31.71%-14.1pp |
| Employer contribution / active EE | $2,724 | $3,256-16.3% | $5,011-45.6% | $2,471+10.2% |
| Participant deferral / active EE | $7,801 | $3,236+141.1% | $5,202+50.0% | $3,740+108.6% |
| Admin fee / account holder | $6,415 | $6,751-5.0% | $13,984-54.1% | $5,306+20.9% |