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 | $89,088 | $89,698-0.7% | $103,476-13.9% | $80,856+10.2% |
| Participation rate | 55.9% | 76.0%-20.0pp | 80.5%-24.6pp | 67.6%-11.7pp |
| Annual return | 16.57% | 22.78%-6.2pp | 23.90%-7.3pp | 35.59%-19.0pp |
| Employer contribution / active EE | $2,141 | $4,018-46.7% | $4,672-54.2% | $2,755-22.3% |
| Participant deferral / active EE | $4,260 | $5,456-21.9% | $6,623-35.7% | $4,296-0.8% |
| Admin fee / account holder | $6,171 | $6,768-8.8% | $9,413-34.4% | $6,918-10.8% |