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 | $85,880 | $93,346-8.0% | $71,796+19.6% | $273,961-68.7% |
| Participation rate | 60.0% | 76.5%-16.5pp | 69.1%-9.1pp | 83.0%-23.0pp |
| Annual return | 3.67% | 130.39%-126.7pp | 78.04%-74.4pp | 41.45%-37.8pp |
| Employer contribution / active EE | $1,146 | $2,733-58.1% | $1,924-40.5% | $4,869-76.5% |
| Participant deferral / active EE | $3,093 | $3,475-11.0% | $2,794+10.7% | $5,287-41.5% |
| Admin fee / account holder | $1,308 | $6,571-80.1% | $4,815-72.8% | $10,132-87.1% |