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 | $90,898 | $95,803-5.1% | $113,168-19.7% | $84,808+7.2% |
| Participation rate | 65.3% | 72.9%-7.6pp | 76.6%-11.3pp | 68.3%-3.0pp |
| Annual return | 17.47% | 25.00%-7.5pp | 24.27%-6.8pp | 40.90%-23.4pp |
| Employer contribution / active EE | $4,850 | $2,360+105.5% | $2,975+63.0% | $2,631+84.4% |
| Participant deferral / active EE | $2,567 | $4,242-39.5% | $5,107-49.7% | $4,212-39.1% |
| Admin fee / account holder | $8,864 | $8,989-1.4% | $12,068-26.5% | $7,344+20.7% |