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 | $80,414 | $56,053+43.5% | $75,972+5.8% | $80,856-0.5% |
| Participation rate | 45.2% | 62.0%-16.8pp | 69.1%-23.8pp | 67.6%-22.4pp |
| Annual return | 12.60% | 20.53%-7.9pp | 359.55%-346.9pp | 35.59%-23.0pp |
| Employer contribution / active EE | $1,456 | $1,874-22.3% | $2,685-45.8% | $2,755-47.1% |
| Participant deferral / active EE | $3,042 | $3,052-0.3% | $4,255-28.5% | $4,296-29.2% |
| Admin fee / account holder | $851 | $5,234-83.7% | $6,467-86.8% | $6,918-87.7% |