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 | $84,690 | $109,413-22.6% | $156,263-45.8% | $84,808-0.1% |
| Participation rate | 60.5% | 72.7%-12.2pp | 78.9%-18.4pp | 68.3%-7.8pp |
| Annual return | 21.75% | 20.18%+1.6pp | 59.47%-37.7pp | 40.90%-19.1pp |
| Employer contribution / active EE | $1,407 | $2,907-51.6% | $4,333-67.5% | $2,631-46.5% |
| Participant deferral / active EE | $3,850 | $4,590-16.1% | $6,158-37.5% | $4,212-8.6% |
| Admin fee / account holder | $2,588 | $9,357-72.3% | $14,255-81.8% | $7,344-64.8% |