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 | $86,510 | $77,314+11.9% | $177,989-51.4% | $80,856+7.0% |
| Participation rate | 50.0% | 65.7%-15.7pp | 77.1%-27.1pp | 67.6%-17.6pp |
| Annual return | 12.19% | 18.09%-5.9pp | 294.48%-282.3pp | 35.59%-23.4pp |
| Employer contribution / active EE | $1,460 | $2,292-36.3% | $3,949-63.0% | $2,755-47.0% |
| Participant deferral / active EE | $3,283 | $4,411-25.6% | $6,276-47.7% | $4,296-23.6% |
| Admin fee / account holder | $3,212 | $7,191-55.3% | $10,363-69.0% | $6,918-53.6% |