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 | $82,254 | $93,571-12.1% | $135,903-39.5% | $75,163+9.4% |
| Participation rate | 63.6% | 75.2%-11.5pp | 81.9%-18.3pp | 67.2%-3.6pp |
| Annual return | 21.31% | 30.90%-9.6pp | 68.23%-46.9pp | 160.62%-139.3pp |
| Employer contribution / active EE | $1,711 | $3,537-51.6% | $4,856-64.8% | $2,670-35.9% |
| Participant deferral / active EE | $6,172 | $6,404-3.6% | $7,758-20.4% | $4,125+49.6% |
| Admin fee / account holder | $9,646 | $6,975+38.3% | $10,762-10.4% | $5,651+70.7% |