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 | $93,768 | $88,581+5.9% | $145,661-35.6% | $74,304+26.2% |
| Participation rate | 67.4% | 64.9%+2.5pp | 77.2%-9.8pp | 60.3%+7.1pp |
| Annual return | 24.06% | 34.30%-10.2pp | 101.46%-77.4pp | 29.43%-5.4pp |
| Employer contribution / active EE | $1,946 | $2,612-25.5% | $4,238-54.1% | $2,241-13.2% |
| Participant deferral / active EE | $4,068 | $4,151-2.0% | $7,198-43.5% | $3,767+8.0% |
| Admin fee / account holder | $14,707 | $2,953+398.0% | $12,466+18.0% | $2,969+395.4% |