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 | $88,829 | $114,381-22.3% | $107,525-17.4% | $142,382-37.6% |
| Participation rate | 65.0% | 78.1%-13.1pp | 75.1%-10.1pp | 80.1%-15.1pp |
| Annual return | 12.21% | 242.71%-230.5pp | 181.32%-169.1pp | 217.08%-204.9pp |
| Employer contribution / active EE | $1,162 | $4,015-71.1% | $3,754-69.1% | $4,299-73.0% |
| Participant deferral / active EE | $2,859 | $5,564-48.6% | $5,116-44.1% | $6,507-56.1% |
| Admin fee / account holder | $10,292 | $9,860+4.4% | $8,919+15.4% | $12,624-18.5% |