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 8-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 | $88,220 | $80,717+9.3% | $154,803-43.0% | $84,808+4.0% |
| Participation rate | 65.6% | 66.8%-1.2pp | 78.1%-12.4pp | 68.3%-2.7pp |
| Annual return | 20.24% | 37.96%-17.7pp | 58.88%-38.6pp | 40.90%-20.7pp |
| Employer contribution / active EE | $3,216 | $2,761+16.5% | $4,305-25.3% | $2,631+22.2% |
| Participant deferral / active EE | $3,564 | $3,303+7.9% | $5,540-35.7% | $4,212-15.4% |
| Admin fee / account holder | $6,594 | $6,746-2.2% | $14,329-54.0% | $7,344-10.2% |