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 | $85,581 | $80,717+6.0% | $154,803-44.7% | $84,808+0.9% |
| Participation rate | 63.3% | 66.8%-3.5pp | 78.1%-14.7pp | 68.3%-5.0pp |
| Annual return | 15.81% | 37.96%-22.2pp | 58.88%-43.1pp | 40.90%-25.1pp |
| Employer contribution / active EE | $1,526 | $2,761-44.7% | $4,305-64.6% | $2,631-42.0% |
| Participant deferral / active EE | $3,748 | $3,303+13.5% | $5,540-32.4% | $4,212-11.0% |
| Admin fee / account holder | $2,185 | $6,746-67.6% | $14,329-84.8% | $7,344-70.2% |