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 | $93,985 | $148,978-36.9% | $200,582-53.1% | $84,808+10.8% |
| Participation rate | 66.3% | 84.2%-18.0pp | 86.9%-20.6pp | 68.3%-2.1pp |
| Annual return | 18.68% | 28.16%-9.5pp | 42.33%-23.7pp | 40.90%-22.2pp |
| Employer contribution / active EE | $2,669 | $4,815-44.6% | $6,419-58.4% | $2,631+1.5% |
| Participant deferral / active EE | $6,364 | $7,142-10.9% | $9,331-31.8% | $4,212+51.1% |
| Admin fee / account holder | $6,872 | $13,977-50.8% | $16,305-57.9% | $7,344-6.4% |