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 | $82,977 | $79,944+3.8% | $98,439-15.7% | $75,163+10.4% |
| Participation rate | 63.0% | 70.4%-7.3pp | 75.2%-12.1pp | 67.2%-4.1pp |
| Annual return | 16.67% | 19.75%-3.1pp | 21.16%-4.5pp | 160.62%-144.0pp |
| Employer contribution / active EE | $1,209 | $2,264-46.6% | $3,048-60.3% | $2,670-54.7% |
| Participant deferral / active EE | $3,598 | $3,752-4.1% | $4,738-24.1% | $4,125-12.8% |
| Admin fee / account holder | $7,578 | $6,840+10.8% | $8,948-15.3% | $5,651+34.1% |