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 | $95,599 | $70,879+34.9% | $189,557-49.6% | $79,386+20.4% |
| Participation rate | 56.6% | 68.0%-11.4pp | 78.4%-21.8pp | 70.7%-14.1pp |
| Annual return | 15.84% | 20.70%-4.9pp | 64.17%-48.3pp | 116.85%-101.0pp |
| Employer contribution / active EE | $1,696 | $1,806-6.1% | $4,412-61.6% | $2,427-30.1% |
| Participant deferral / active EE | $3,828 | $4,081-6.2% | $6,174-38.0% | $4,046-5.4% |
| Admin fee / account holder | $3,570 | $647+451.3% | $9,807-63.6% | $626+469.9% |