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 | $86,419 | $95,803-9.8% | $113,168-23.6% | $84,808+1.9% |
| Participation rate | 30.0% | 72.9%-42.9pp | 76.6%-46.6pp | 68.3%-38.3pp |
| Annual return | 18.40% | 25.00%-6.6pp | 24.27%-5.9pp | 40.90%-22.5pp |
| Employer contribution / active EE | $1,386 | $2,360-41.3% | $2,975-53.4% | $2,631-47.3% |
| Participant deferral / active EE | $2,249 | $4,242-47.0% | $5,107-56.0% | $4,212-46.6% |
| Admin fee / account holder | $450 | $8,989-95.0% | $12,068-96.3% | $7,344-93.9% |