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 9-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 | $90,750 | $89,753+1.1% | $107,525-15.6% | $84,808+7.0% |
| Participation rate | 42.9% | 68.1%-25.2pp | 75.1%-32.2pp | 68.3%-25.5pp |
| Annual return | 18.23% | 29.48%-11.2pp | 181.32%-163.1pp | 40.90%-22.7pp |
| Employer contribution / active EE | $1,520 | $3,113-51.2% | $3,754-59.5% | $2,631-42.2% |
| Participant deferral / active EE | $3,285 | $4,056-19.0% | $5,116-35.8% | $4,212-22.0% |
| Admin fee / account holder | $6,082 | $7,222-15.8% | $8,919-31.8% | $7,344-17.2% |