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 | $92,197 | $74,927+23.0% | $101,794-9.4% | $84,808+8.7% |
| Participation rate | 27.9% | 61.4%-33.5pp | 69.2%-41.3pp | 68.3%-40.4pp |
| Annual return | 17.93% | 18.70%-0.8pp | 30.53%-12.6pp | 40.90%-23.0pp |
| Employer contribution / active EE | $987 | $1,522-35.1% | $2,289-56.9% | $2,631-62.5% |
| Participant deferral / active EE | $2,377 | $3,099-23.3% | $4,084-41.8% | $4,212-43.6% |
| Admin fee / account holder | $7,253 | $6,514+11.4% | $8,777-17.4% | $7,344-1.2% |