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 | $90,234 | $87,013+3.7% | $106,213-15.0% | $80,856+11.6% |
| Participation rate | 55.1% | 70.4%-15.4pp | 75.3%-20.2pp | 67.6%-12.6pp |
| Annual return | 11.07% | 17.05%-6.0pp | 116.14%-105.1pp | 35.59%-24.5pp |
| Employer contribution / active EE | $857 | $2,395-64.2% | $3,171-73.0% | $2,755-68.9% |
| Participant deferral / active EE | $2,635 | $3,986-33.9% | $5,016-47.5% | $4,296-38.7% |
| Admin fee / account holder | $11,290 | $8,431+33.9% | $11,033+2.3% | $6,918+63.2% |