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 | $83,626 | $80,968+3.3% | $96,544-13.4% | $75,163+11.3% |
| Participation rate | 67.9% | 71.8%-3.9pp | 76.0%-8.1pp | 67.2%+0.7pp |
| Annual return | 23.94% | 27.06%-3.1pp | 25.84%-1.9pp | 160.62%-136.7pp |
| Employer contribution / active EE | $1,893 | $2,282-17.0% | $2,965-36.2% | $2,670-29.1% |
| Participant deferral / active EE | $3,784 | $3,928-3.7% | $4,851-22.0% | $4,125-8.3% |
| Admin fee / account holder | $998 | $6,724-85.2% | $8,252-87.9% | $5,651-82.3% |