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 | $99,207 | $138,347-28.3% | $184,203-46.1% | $80,856+22.7% |
| Participation rate | 41.5% | 83.9%-42.4pp | 86.8%-45.4pp | 67.6%-26.2pp |
| Annual return | 33.30% | 20.02%+13.3pp | 28.81%+4.5pp | 35.59%-2.3pp |
| Employer contribution / active EE | $1,650 | $4,850-66.0% | $6,427-74.3% | $2,755-40.1% |
| Participant deferral / active EE | $3,880 | $7,071-45.1% | $9,131-57.5% | $4,296-9.7% |
| Admin fee / account holder | $10,180 | $10,483-2.9% | $13,901-26.8% | $6,918+47.2% |