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 | $83,477 | $91,552-8.8% | $133,956-37.7% | $79,858+4.5% |
| Participation rate | 63.8% | 73.3%-9.5pp | 79.8%-16.0pp | 69.6%-5.8pp |
| Annual return | 18.14% | 61.85%-43.7pp | 45.09%-26.9pp | 31.71%-13.6pp |
| Employer contribution / active EE | $1,211 | $2,384-49.2% | $3,919-69.1% | $2,471-51.0% |
| Participant deferral / active EE | $3,138 | $3,733-16.0% | $5,048-37.8% | $3,740-16.1% |
| Admin fee / account holder | $3,765 | $6,321-40.4% | $8,927-57.8% | $5,306-29.0% |