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 | $88,645 | $80,673+9.9% | $101,326-12.5% | $84,808+4.5% |
| Participation rate | 51.6% | 77.8%-26.2pp | 81.5%-29.9pp | 68.3%-16.7pp |
| Annual return | 15.09% | 38.95%-23.9pp | 36.82%-21.7pp | 40.90%-25.8pp |
| Employer contribution / active EE | $1,737 | $2,698-35.6% | $3,665-52.6% | $2,631-34.0% |
| Participant deferral / active EE | $3,135 | $6,840-54.2% | $7,994-60.8% | $4,212-25.6% |
| Admin fee / account holder | $9,394 | $12,784-26.5% | $11,185-16.0% | $7,344+27.9% |