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 | $89,417 | $95,266-6.1% | $82,389+8.5% | $142,382-37.2% |
| Participation rate | 41.2% | 74.5%-33.3pp | 69.5%-28.4pp | 80.1%-38.9pp |
| Annual return | 18.01% | 25.74%-7.7pp | 28.67%-10.7pp | 217.08%-199.1pp |
| Employer contribution / active EE | $2,483 | $2,991-17.0% | $2,517-1.4% | $4,299-42.2% |
| Participant deferral / active EE | $4,476 | $4,809-6.9% | $4,155+7.7% | $6,507-31.2% |
| Admin fee / account holder | $1,858 | $8,563-78.3% | $7,231-74.3% | $12,624-85.3% |