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 | $83,716 | $117,983-29.0% | $101,794-17.8% | $142,382-41.2% |
| Participation rate | 61.9% | 74.2%-12.3pp | 69.2%-7.3pp | 80.1%-18.2pp |
| Annual return | 13.86% | 36.92%-23.1pp | 30.53%-16.7pp | 217.08%-203.2pp |
| Employer contribution / active EE | $770 | $2,773-72.2% | $2,289-66.3% | $4,299-82.1% |
| Participant deferral / active EE | $1,781 | $4,714-62.2% | $4,084-56.4% | $6,507-72.6% |
| Admin fee / account holder | $1,065 | $10,433-89.8% | $8,777-87.9% | $12,624-91.6% |