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 | $88,825 | $94,625-6.1% | $116,228-23.6% | $84,808+4.7% |
| Participation rate | 57.1% | 70.4%-13.3pp | 74.6%-17.4pp | 68.3%-11.2pp |
| Annual return | 19.35% | 20.40%-1.1pp | 90.06%-70.7pp | 40.90%-21.6pp |
| Employer contribution / active EE | $3,469 | $2,347+47.8% | $2,994+15.8% | $2,631+31.8% |
| Participant deferral / active EE | $5,208 | $3,972+31.1% | $4,953+5.1% | $4,212+23.7% |
| Admin fee / account holder | $13,601 | $10,091+34.8% | $11,989+13.4% | $7,344+85.2% |