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 | $80,143 | $65,365+22.6% | $92,893-13.7% | $72,985+9.8% |
| Participation rate | 53.2% | 68.3%-15.1pp | 76.0%-22.8pp | 69.5%-16.3pp |
| Annual return | 23.33% | 42.10%-18.8pp | 109.41%-86.1pp | 81.00%-57.7pp |
| Employer contribution / active EE | $1,414 | $2,594-45.5% | $3,653-61.3% | $2,440-42.0% |
| Participant deferral / active EE | $2,892 | $3,128-7.5% | $4,236-31.7% | $3,607-19.8% |
| Admin fee / account holder | $4,512 | $4,251+6.1% | $5,794-22.1% | $5,124-11.9% |