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 | $94,025 | $117,841-20.2% | $102,423-8.2% | $145,922-35.6% |
| Participation rate | 65.0% | 78.6%-13.6pp | 76.5%-11.5pp | 80.3%-15.3pp |
| Annual return | 14.10% | 31.65%-17.5pp | 29.32%-15.2pp | 561.29%-547.2pp |
| Employer contribution / active EE | $2,678 | $3,615-25.9% | $3,023-11.4% | $4,660-42.5% |
| Participant deferral / active EE | $6,068 | $5,731+5.9% | $5,053+20.1% | $6,688-9.3% |
| Admin fee / account holder | $1,506 | $13,326-88.7% | $9,451-84.1% | $13,397-88.8% |