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 | $84,237 | $86,929-3.1% | $102,423-17.8% | $80,856+4.2% |
| Participation rate | 45.3% | 72.4%-27.0pp | 76.5%-31.1pp | 67.6%-22.3pp |
| Annual return | 22.02% | 18.88%+3.1pp | 29.32%-7.3pp | 35.59%-13.6pp |
| Employer contribution / active EE | $981 | $2,369-58.6% | $3,023-67.6% | $2,755-64.4% |
| Participant deferral / active EE | $4,571 | $4,118+11.0% | $5,053-9.5% | $4,296+6.4% |
| Admin fee / account holder | $4,902 | $8,049-39.1% | $9,451-48.1% | $6,918-29.1% |