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 | $92,205 | $86,929+6.1% | $102,423-10.0% | $80,856+14.0% |
| Participation rate | 57.8% | 72.4%-14.6pp | 76.5%-18.7pp | 67.6%-9.8pp |
| Annual return | 15.54% | 18.88%-3.3pp | 29.32%-13.8pp | 35.59%-20.1pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,023-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $3,836 | $4,118-6.9% | $5,053-24.1% | $4,296-10.7% |
| Admin fee / account holder | $11,286 | $8,049+40.2% | $9,451+19.4% | $6,918+63.1% |