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 | $90,167 | $73,933+22.0% | $96,683-6.7% | $75,163+20.0% |
| Participation rate | 56.8% | 66.4%-9.6pp | 74.3%-17.5pp | 67.2%-10.4pp |
| Annual return | 17.57% | 26.70%-9.1pp | 35.69%-18.1pp | 160.62%-143.0pp |
| Employer contribution / active EE | $1,336 | $2,928-54.4% | $3,737-64.2% | $2,670-49.9% |
| Participant deferral / active EE | $4,348 | $3,659+18.8% | $4,878-10.9% | $4,125+5.4% |
| Admin fee / account holder | $4,092 | $5,216-21.6% | $6,730-39.2% | $5,651-27.6% |