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 | $94,375 | $109,413-13.7% | $156,263-39.6% | $84,808+11.3% |
| Participation rate | 67.5% | 72.7%-5.2pp | 78.9%-11.4pp | 68.3%-0.8pp |
| Annual return | 16.11% | 20.18%-4.1pp | 59.47%-43.4pp | 40.90%-24.8pp |
| Employer contribution / active EE | $2,025 | $2,907-30.3% | $4,333-53.3% | $2,631-23.0% |
| Participant deferral / active EE | $2,795 | $4,590-39.1% | $6,158-54.6% | $4,212-33.6% |
| Admin fee / account holder | $5,618 | $9,357-40.0% | $14,255-60.6% | $7,344-23.5% |