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 | $77,303 | $86,944-11.1% | $107,525-28.1% | $74,304+4.0% |
| Participation rate | 50.9% | 59.6%-8.7pp | 75.1%-24.2pp | 60.3%-9.5pp |
| Annual return | 14.92% | 23.52%-8.6pp | 181.32%-166.4pp | 29.43%-14.5pp |
| Employer contribution / active EE | $1,630 | $2,757-40.9% | $3,754-56.6% | $2,241-27.3% |
| Participant deferral / active EE | $2,060 | $3,554-42.0% | $5,116-59.7% | $3,767-45.3% |
| Admin fee / account holder | $3,214 | $3,727-13.7% | $8,919-64.0% | $2,969+8.3% |