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 3-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 | $83,315 | $86,929-4.2% | $102,423-18.7% | $80,856+3.0% |
| Participation rate | 64.8% | 72.4%-7.5pp | 76.5%-11.7pp | 67.6%-2.8pp |
| Annual return | 11.53% | 18.88%-7.4pp | 29.32%-17.8pp | 35.59%-24.1pp |
| Employer contribution / active EE | $1,409 | $2,369-40.6% | $3,023-53.4% | $2,755-48.9% |
| Participant deferral / active EE | $1,924 | $4,118-53.3% | $5,053-61.9% | $4,296-55.2% |
| Admin fee / account holder | $10,169 | $8,049+26.3% | $9,451+7.6% | $6,918+47.0% |