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 | $81,409 | $79,944+1.8% | $98,439-17.3% | $75,163+8.3% |
| Participation rate | 66.3% | 70.4%-4.1pp | 75.2%-8.8pp | 67.2%-0.9pp |
| Annual return | 22.98% | 19.75%+3.2pp | 21.16%+1.8pp | 160.62%-137.6pp |
| Employer contribution / active EE | $1,593 | $2,264-29.6% | $3,048-47.7% | $2,670-40.3% |
| Participant deferral / active EE | $2,265 | $3,752-39.6% | $4,738-52.2% | $4,125-45.1% |
| Admin fee / account holder | $3,230 | $6,840-52.8% | $8,948-63.9% | $5,651-42.8% |