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 | $82,431 | $80,717+2.1% | $154,803-46.8% | $84,808-2.8% |
| Participation rate | 54.4% | 66.8%-12.4pp | 78.1%-23.6pp | 68.3%-13.9pp |
| Annual return | 14.06% | 37.96%-23.9pp | 58.88%-44.8pp | 40.90%-26.8pp |
| Employer contribution / active EE | $2,607 | $2,761-5.6% | $4,305-39.5% | $2,631-0.9% |
| Participant deferral / active EE | $6,736 | $3,303+103.9% | $5,540+21.6% | $4,212+59.9% |
| Admin fee / account holder | $27,125 | $6,746+302.1% | $14,329+89.3% | $7,344+269.4% |