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 | $88,609 | $81,248+9.1% | $155,509-43.0% | $80,856+9.6% |
| Participation rate | 43.8% | 66.2%-22.5pp | 78.2%-34.4pp | 67.6%-23.9pp |
| Annual return | 24.10% | 33.31%-9.2pp | 64.67%-40.6pp | 35.59%-11.5pp |
| Employer contribution / active EE | $1,175 | $3,100-62.1% | $4,672-74.8% | $2,755-57.3% |
| Participant deferral / active EE | $3,297 | $3,452-4.5% | $5,626-41.4% | $4,296-23.2% |
| Admin fee / account holder | $341 | $7,997-95.7% | $15,912-97.9% | $6,918-95.1% |