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 | $86,127 | $79,449+8.4% | $189,557-54.6% | $85,850+0.3% |
| Participation rate | 66.7% | 66.0%+0.7pp | 78.4%-11.8pp | 69.3%-2.6pp |
| Annual return | 17.42% | 18.45%-1.0pp | 64.17%-46.8pp | 318.53%-301.1pp |
| Employer contribution / active EE | $2,090 | $2,081+0.4% | $4,412-52.6% | $2,565-18.5% |
| Participant deferral / active EE | $3,977 | $4,051-1.8% | $6,174-35.6% | $3,952+0.6% |
| Admin fee / account holder | $13,881 | $5,377+158.1% | $9,807+41.5% | $6,260+121.7% |