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 | $89,192 | $89,753-0.6% | $107,525-17.0% | $84,808+5.2% |
| Participation rate | 56.4% | 68.1%-11.7pp | 75.1%-18.7pp | 68.3%-11.9pp |
| Annual return | 14.15% | 29.48%-15.3pp | 181.32%-167.2pp | 40.90%-26.7pp |
| Employer contribution / active EE | $2,767 | $3,113-11.1% | $3,754-26.3% | $2,631+5.2% |
| Participant deferral / active EE | $6,827 | $4,056+68.3% | $5,116+33.5% | $4,212+62.1% |
| Admin fee / account holder | $2,614 | $7,222-63.8% | $8,919-70.7% | $7,344-64.4% |