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 9-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 | $90,577 | $96,484-6.1% | $156,263-42.0% | $74,304+21.9% |
| Participation rate | 56.3% | 67.7%-11.3pp | 78.9%-22.6pp | 60.3%-4.0pp |
| Annual return | 16.59% | 17.73%-1.1pp | 59.47%-42.9pp | 29.43%-12.8pp |
| Employer contribution / active EE | $2,507 | $2,528-0.8% | $4,333-42.1% | $2,241+11.9% |
| Participant deferral / active EE | $4,989 | $4,286+16.4% | $6,158-19.0% | $3,767+32.4% |
| Admin fee / account holder | $14,482 | $3,728+288.5% | $14,255+1.6% | $2,969+387.8% |