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 | $85,609 | $87,870-2.6% | $113,168-24.4% | $74,304+15.2% |
| Participation rate | 57.3% | 70.7%-13.4pp | 76.6%-19.2pp | 60.3%-3.0pp |
| Annual return | 27.65% | 26.44%+1.2pp | 24.27%+3.4pp | 29.43%-1.8pp |
| Employer contribution / active EE | $1,729 | $2,277-24.1% | $2,975-41.9% | $2,241-22.9% |
| Participant deferral / active EE | $3,794 | $4,241-10.5% | $5,107-25.7% | $3,767+0.7% |
| Admin fee / account holder | $4,679 | $3,368+38.9% | $12,068-61.2% | $2,969+57.6% |