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 | $81,167 | $79,944+1.5% | $98,439-17.5% | $75,163+8.0% |
| Participation rate | 53.8% | 70.4%-16.5pp | 75.2%-21.3pp | 67.2%-13.3pp |
| Annual return | 14.20% | 19.75%-5.5pp | 21.16%-7.0pp | 160.62%-146.4pp |
| Employer contribution / active EE | $840 | $2,264-62.9% | $3,048-72.4% | $2,670-68.5% |
| Participant deferral / active EE | $2,618 | $3,752-30.2% | $4,738-44.8% | $4,125-36.5% |
| Admin fee / account holder | $2,097 | $6,840-69.3% | $8,948-76.6% | $5,651-62.9% |