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 | $86,581 | $79,944+8.3% | $98,439-12.0% | $75,163+15.2% |
| Participation rate | 42.9% | 70.4%-27.5pp | 75.2%-32.3pp | 67.2%-24.3pp |
| Annual return | 18.72% | 19.75%-1.0pp | 21.16%-2.4pp | 160.62%-141.9pp |
| Employer contribution / active EE | $1,430 | $2,264-36.8% | $3,048-53.1% | $2,670-46.4% |
| Participant deferral / active EE | $3,163 | $3,752-15.7% | $4,738-33.2% | $4,125-23.3% |
| Admin fee / account holder | $581 | $6,840-91.5% | $8,948-93.5% | $5,651-89.7% |