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 4-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 | $95,180 | $81,460+16.8% | $103,333-7.9% | $80,856+17.7% |
| Participation rate | 23.1% | 66.8%-43.8pp | 74.5%-51.4pp | 67.6%-44.6pp |
| Annual return | 13.55% | 25.55%-12.0pp | 24.88%-11.3pp | 35.59%-22.0pp |
| Employer contribution / active EE | $1,618 | $3,105-47.9% | $3,868-58.2% | $2,755-41.3% |
| Participant deferral / active EE | $2,924 | $3,869-24.4% | $5,057-42.2% | $4,296-31.9% |
| Admin fee / account holder | $1,240 | $6,566-81.1% | $8,355-85.2% | $6,918-82.1% |