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 | $82,967 | $87,013-4.6% | $106,213-21.9% | $80,856+2.6% |
| Participation rate | 67.6% | 70.4%-2.9pp | 75.3%-7.7pp | 67.6%-0.1pp |
| Annual return | 13.26% | 17.05%-3.8pp | 116.14%-102.9pp | 35.59%-22.3pp |
| Employer contribution / active EE | $1,503 | $2,395-37.2% | $3,171-52.6% | $2,755-45.4% |
| Participant deferral / active EE | $2,846 | $3,986-28.6% | $5,016-43.3% | $4,296-33.7% |
| Admin fee / account holder | $4,593 | $8,431-45.5% | $11,033-58.4% | $6,918-33.6% |