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 | $81,970 | $94,625-13.4% | $116,228-29.5% | $84,808-3.3% |
| Participation rate | 56.3% | 70.4%-14.2pp | 74.6%-18.3pp | 68.3%-12.1pp |
| Annual return | 14.19% | 20.40%-6.2pp | 90.06%-75.9pp | 40.90%-26.7pp |
| Employer contribution / active EE | $1,508 | $2,347-35.8% | $2,994-49.7% | $2,631-42.7% |
| Participant deferral / active EE | $3,902 | $3,972-1.8% | $4,953-21.2% | $4,212-7.3% |
| Admin fee / account holder | $2,350 | $10,091-76.7% | $11,989-80.4% | $7,344-68.0% |