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 | $88,283 | $86,929+1.6% | $102,423-13.8% | $80,856+9.2% |
| Participation rate | 69.2% | 72.4%-3.1pp | 76.5%-7.3pp | 67.6%+1.6pp |
| Annual return | 12.23% | 18.88%-6.7pp | 29.32%-17.1pp | 35.59%-23.4pp |
| Employer contribution / active EE | $1,721 | $2,369-27.4% | $3,023-43.1% | $2,755-37.5% |
| Participant deferral / active EE | $4,354 | $4,118+5.7% | $5,053-13.8% | $4,296+1.4% |
| Admin fee / account holder | $11,735 | $8,049+45.8% | $9,451+24.2% | $6,918+69.6% |