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 6-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 | $87,870 | $48,750+80.2% | $88,946-1.2% | $74,304+18.3% |
| Participation rate | 42.6% | 44.5%-1.9pp | 68.8%-26.3pp | 60.3%-17.8pp |
| Annual return | 20.24% | 25.91%-5.7pp | 57.82%-37.6pp | 29.43%-9.2pp |
| Employer contribution / active EE | $1,503 | $1,255+19.8% | $2,555-41.2% | $2,241-32.9% |
| Participant deferral / active EE | $3,762 | $2,423+55.3% | $4,581-17.9% | $3,767-0.1% |
| Admin fee / account holder | $6,889 | $3,756+83.4% | $8,261-16.6% | $2,969+132.0% |