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 10-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 | $91,792 | $95,803-4.2% | $113,168-18.9% | $84,808+8.2% |
| Participation rate | 67.1% | 72.9%-5.8pp | 76.6%-9.5pp | 68.3%-1.3pp |
| Annual return | 13.10% | 25.00%-11.9pp | 24.27%-11.2pp | 40.90%-27.8pp |
| Employer contribution / active EE | $817 | $2,360-65.4% | $2,975-72.5% | $2,631-69.0% |
| Participant deferral / active EE | $4,761 | $4,242+12.2% | $5,107-6.8% | $4,212+13.0% |
| Admin fee / account holder | $21,707 | $8,989+141.5% | $12,068+79.9% | $7,344+195.6% |