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 | $80,338 | $77,314+3.9% | $177,989-54.9% | $80,856-0.6% |
| Participation rate | 69.7% | 65.7%+4.0pp | 77.1%-7.4pp | 67.6%+2.1pp |
| Annual return | 11.34% | 18.09%-6.7pp | 294.48%-283.1pp | 35.59%-24.3pp |
| Employer contribution / active EE | $1,522 | $2,292-33.6% | $3,949-61.5% | $2,755-44.8% |
| Participant deferral / active EE | $3,501 | $4,411-20.6% | $6,276-44.2% | $4,296-18.5% |
| Admin fee / account holder | $10,564 | $7,191+46.9% | $10,363+1.9% | $6,918+52.7% |