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 | $84,664 | $89,355-5.2% | $141,162-40.0% | $72,985+16.0% |
| Participation rate | 59.4% | 75.1%-15.7pp | 82.5%-23.1pp | 69.5%-10.1pp |
| Annual return | 23.61% | 111.85%-88.2pp | 71.39%-47.8pp | 81.00%-57.4pp |
| Employer contribution / active EE | $3,040 | $3,114-2.4% | $4,735-35.8% | $2,440+24.6% |
| Participant deferral / active EE | $6,436 | $5,418+18.8% | $6,709-4.1% | $3,607+78.4% |
| Admin fee / account holder | $4,069 | $5,958-31.7% | $10,261-60.3% | $5,124-20.6% |