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 | $86,405 | $95,266-9.3% | $82,389+4.9% | $142,382-39.3% |
| Participation rate | 62.5% | 74.5%-12.0pp | 69.5%-7.0pp | 80.1%-17.6pp |
| Annual return | 13.15% | 25.74%-12.6pp | 28.67%-15.5pp | 217.08%-203.9pp |
| Employer contribution / active EE | $4,065 | $2,991+35.9% | $2,517+61.5% | $4,299-5.5% |
| Participant deferral / active EE | $6,426 | $4,809+33.6% | $4,155+54.7% | $6,507-1.3% |
| Admin fee / account holder | $2,766 | $8,563-67.7% | $7,231-61.7% | $12,624-78.1% |