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 7-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 | $88,763 | $101,724-12.7% | $164,813-46.1% | $80,856+9.8% |
| Participation rate | 46.2% | 71.8%-25.7pp | 78.6%-32.4pp | 67.6%-21.5pp |
| Annual return | 13.23% | 16.72%-3.5pp | 69.93%-56.7pp | 35.59%-22.4pp |
| Employer contribution / active EE | $2,312 | $2,953-21.7% | $4,341-46.7% | $2,755-16.1% |
| Participant deferral / active EE | $6,171 | $4,477+37.8% | $6,031+2.3% | $4,296+43.6% |
| Admin fee / account holder | $3,938 | $8,227-52.1% | $12,690-69.0% | $6,918-43.1% |