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 | $81,647 | $116,175-29.7% | $93,606-12.8% | $152,861-46.6% |
| Participation rate | 28.6% | 78.0%-49.5pp | 75.8%-47.3pp | 82.4%-53.9pp |
| Annual return | 19.30% | 35.96%-16.7pp | 32.76%-13.5pp | 345.32%-326.0pp |
| Employer contribution / active EE | $2,381 | $3,218-26.0% | $2,718-12.4% | $4,762-50.0% |
| Participant deferral / active EE | $2,594 | $4,603-43.7% | $4,069-36.3% | $5,850-55.7% |
| Admin fee / account holder | $775 | $10,748-92.8% | $7,888-90.2% | $11,596-93.3% |