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 7-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 | $93,711 | $87,013+7.7% | $106,213-11.8% | $80,856+15.9% |
| Participation rate | 52.1% | 70.4%-18.4pp | 75.3%-23.2pp | 67.6%-15.6pp |
| Annual return | 15.34% | 17.05%-1.7pp | 116.14%-100.8pp | 35.59%-20.3pp |
| Employer contribution / active EE | $1,269 | $2,395-47.0% | $3,171-60.0% | $2,755-53.9% |
| Participant deferral / active EE | $2,808 | $3,986-29.5% | $5,016-44.0% | $4,296-34.6% |
| Admin fee / account holder | $4,812 | $8,431-42.9% | $11,033-56.4% | $6,918-30.4% |