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 6-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 | $87,415 | $71,050+23.0% | $93,606-6.6% | $80,856+8.1% |
| Participation rate | 41.4% | 60.4%-19.0pp | 68.7%-27.3pp | 67.6%-26.3pp |
| Annual return | 11.60% | 11.26%+0.3pp | 133.20%-121.6pp | 35.59%-24.0pp |
| Employer contribution / active EE | $1,433 | $1,564-8.3% | $2,420-40.8% | $2,755-48.0% |
| Participant deferral / active EE | $3,199 | $4,034-20.7% | $4,411-27.5% | $4,296-25.5% |
| Admin fee / account holder | $5,697 | $6,945-18.0% | $8,285-31.2% | $6,918-17.6% |