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 | $81,144 | $87,013-6.7% | $106,213-23.6% | $80,856+0.4% |
| Participation rate | 61.1% | 70.4%-9.3pp | 75.3%-14.2pp | 67.6%-6.5pp |
| Annual return | 12.20% | 17.05%-4.9pp | 116.14%-103.9pp | 35.59%-23.4pp |
| Employer contribution / active EE | $2,275 | $2,395-5.0% | $3,171-28.3% | $2,755-17.4% |
| Participant deferral / active EE | $2,858 | $3,986-28.3% | $5,016-43.0% | $4,296-33.5% |
| Admin fee / account holder | $2,158 | $8,431-74.4% | $11,033-80.4% | $6,918-68.8% |