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 5-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 | $90,841 | $87,013+4.4% | $106,213-14.5% | $80,856+12.3% |
| Participation rate | 60.0% | 70.4%-10.4pp | 75.3%-15.3pp | 67.6%-7.6pp |
| Annual return | 17.39% | 17.05%+0.3pp | 116.14%-98.8pp | 35.59%-18.2pp |
| Employer contribution / active EE | $1,648 | $2,395-31.2% | $3,171-48.0% | $2,755-40.2% |
| Participant deferral / active EE | $4,239 | $3,986+6.4% | $5,016-15.5% | $4,296-1.3% |
| Admin fee / account holder | $29,643 | $8,431+251.6% | $11,033+168.7% | $6,918+328.5% |