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 6-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 | $90,676 | $68,719+32.0% | $91,541-0.9% | $84,808+6.9% |
| Participation rate | 50.0% | 64.5%-14.5pp | 69.8%-19.8pp | 68.3%-18.3pp |
| Annual return | 16.69% | 19.12%-2.4pp | 20.50%-3.8pp | 40.90%-24.2pp |
| Employer contribution / active EE | $1,562 | $1,920-18.7% | $2,505-37.6% | $2,631-40.6% |
| Participant deferral / active EE | $4,328 | $3,136+38.0% | $4,008+8.0% | $4,212+2.8% |
| Admin fee / account holder | $2,501 | $5,786-56.8% | $6,956-64.0% | $7,344-65.9% |