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 | $94,948 | $73,933+28.4% | $96,683-1.8% | $75,163+26.3% |
| Participation rate | 59.1% | 66.4%-7.3pp | 74.3%-15.3pp | 67.2%-8.1pp |
| Annual return | 16.14% | 26.70%-10.6pp | 35.69%-19.6pp | 160.62%-144.5pp |
| Employer contribution / active EE | $1,638 | $2,928-44.0% | $3,737-56.2% | $2,670-38.6% |
| Participant deferral / active EE | $2,528 | $3,659-30.9% | $4,878-48.2% | $4,125-38.7% |
| Admin fee / account holder | $10,935 | $5,216+109.6% | $6,730+62.5% | $5,651+93.5% |