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 | $88,154 | $148,978-40.8% | $200,582-56.1% | $84,808+3.9% |
| Participation rate | 61.5% | 84.2%-22.7pp | 86.9%-25.3pp | 68.3%-6.8pp |
| Annual return | 20.25% | 28.16%-7.9pp | 42.33%-22.1pp | 40.90%-20.6pp |
| Employer contribution / active EE | $1,900 | $4,815-60.5% | $6,419-70.4% | $2,631-27.8% |
| Participant deferral / active EE | $3,840 | $7,142-46.2% | $9,331-58.8% | $4,212-8.8% |
| Admin fee / account holder | $9,070 | $13,977-35.1% | $16,305-44.4% | $7,344+23.5% |