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 | $91,925 | $87,013+5.6% | $106,213-13.5% | $80,856+13.7% |
| Participation rate | 63.3% | 70.4%-7.1pp | 75.3%-11.9pp | 67.6%-4.3pp |
| Annual return | 12.04% | 17.05%-5.0pp | 116.14%-104.1pp | 35.59%-23.6pp |
| Employer contribution / active EE | $2,887 | $2,395+20.5% | $3,171-9.0% | $2,755+4.8% |
| Participant deferral / active EE | $5,672 | $3,986+42.3% | $5,016+13.1% | $4,296+32.0% |
| Admin fee / account holder | $32,730 | $8,431+288.2% | $11,033+196.7% | $6,918+373.1% |