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 | $87,872 | $81,460+7.9% | $103,333-15.0% | $80,856+8.7% |
| Participation rate | 64.5% | 66.8%-2.3pp | 74.5%-10.0pp | 67.6%-3.1pp |
| Annual return | 16.27% | 25.55%-9.3pp | 24.88%-8.6pp | 35.59%-19.3pp |
| Employer contribution / active EE | $2,809 | $3,105-9.5% | $3,868-27.4% | $2,755+2.0% |
| Participant deferral / active EE | $6,745 | $3,869+74.4% | $5,057+33.4% | $4,296+57.0% |
| Admin fee / account holder | $1,338 | $6,566-79.6% | $8,355-84.0% | $6,918-80.7% |