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 | $86,358 | $72,277+19.5% | $101,248-14.7% | $79,858+8.1% |
| Participation rate | 57.7% | 68.5%-10.8pp | 75.8%-18.1pp | 69.6%-11.9pp |
| Annual return | 12.66% | 22.30%-9.6pp | 46.47%-33.8pp | 31.71%-19.0pp |
| Employer contribution / active EE | $859 | $2,692-68.1% | $3,660-76.5% | $2,471-65.2% |
| Participant deferral / active EE | $2,508 | $3,282-23.6% | $4,370-42.6% | $3,740-32.9% |
| Admin fee / account holder | $15,601 | $4,400+254.5% | $5,945+162.4% | $5,306+194.0% |