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 | $90,343 | $86,286+4.7% | $111,297-18.8% | $85,850+5.2% |
| Participation rate | 61.5% | 73.3%-11.8pp | 77.3%-15.8pp | 69.3%-7.8pp |
| Annual return | 13.89% | 19.99%-6.1pp | 54.65%-40.8pp | 318.53%-304.6pp |
| Employer contribution / active EE | $1,258 | $2,043-38.4% | $2,731-53.9% | $2,565-51.0% |
| Participant deferral / active EE | $3,245 | $3,641-10.9% | $4,487-27.7% | $3,952-17.9% |
| Admin fee / account holder | $23,497 | $8,188+187.0% | $7,964+195.0% | $6,260+275.4% |