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 | $85,954 | $95,266-9.8% | $82,389+4.3% | $142,382-39.6% |
| Participation rate | 55.6% | 74.5%-18.9pp | 69.5%-14.0pp | 80.1%-24.6pp |
| Annual return | 20.89% | 25.74%-4.8pp | 28.67%-7.8pp | 217.08%-196.2pp |
| Employer contribution / active EE | $2,051 | $2,991-31.4% | $2,517-18.5% | $4,299-52.3% |
| Participant deferral / active EE | $4,755 | $4,809-1.1% | $4,155+14.5% | $6,507-26.9% |
| Admin fee / account holder | $561 | $8,563-93.5% | $7,231-92.2% | $12,624-95.6% |