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 | $87,174 | $86,944+0.3% | $107,525-18.9% | $74,304+17.3% |
| Participation rate | 51.2% | 59.6%-8.3pp | 75.1%-23.9pp | 60.3%-9.1pp |
| Annual return | 14.73% | 23.52%-8.8pp | 181.32%-166.6pp | 29.43%-14.7pp |
| Employer contribution / active EE | $1,510 | $2,757-45.2% | $3,754-59.8% | $2,241-32.6% |
| Participant deferral / active EE | $3,138 | $3,554-11.7% | $5,116-38.7% | $3,767-16.7% |
| Admin fee / account holder | $22,980 | $3,727+516.7% | $8,919+157.7% | $2,969+674.0% |