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 | $88,158 | $91,190-3.3% | $178,490-50.6% | $79,858+10.4% |
| Participation rate | 54.3% | 69.2%-14.9pp | 81.9%-27.6pp | 69.6%-15.3pp |
| Annual return | 12.56% | 24.19%-11.6pp | 151.07%-138.5pp | 31.71%-19.2pp |
| Employer contribution / active EE | $2,717 | $3,256-16.5% | $5,011-45.8% | $2,471+10.0% |
| Participant deferral / active EE | $4,248 | $3,236+31.3% | $5,202-18.3% | $3,740+13.6% |
| Admin fee / account holder | $12,686 | $6,751+87.9% | $13,984-9.3% | $5,306+139.1% |