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 | $92,857 | $80,968+14.7% | $96,544-3.8% | $75,163+23.5% |
| Participation rate | 65.6% | 71.8%-6.1pp | 76.0%-10.3pp | 67.2%-1.6pp |
| Annual return | 16.35% | 27.06%-10.7pp | 25.84%-9.5pp | 160.62%-144.3pp |
| Employer contribution / active EE | $1,230 | $2,282-46.1% | $2,965-58.5% | $2,670-53.9% |
| Participant deferral / active EE | $3,597 | $3,928-8.4% | $4,851-25.9% | $4,125-12.8% |
| Admin fee / account holder | $13,701 | $6,724+103.8% | $8,252+66.0% | $5,651+142.5% |