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 | $97,582 | $100,326-2.7% | $180,183-45.8% | $84,808+15.1% |
| Participation rate | 60.6% | 71.0%-10.4pp | 77.4%-16.8pp | 68.3%-7.7pp |
| Annual return | 26.08% | 17.86%+8.2pp | 27.86%-1.8pp | 40.90%-14.8pp |
| Employer contribution / active EE | $1,455 | $3,269-55.5% | $5,039-71.1% | $2,631-44.7% |
| Participant deferral / active EE | $3,491 | $5,066-31.1% | $6,822-48.8% | $4,212-17.1% |
| Admin fee / account holder | $10,933 | $9,674+13.0% | $19,975-45.3% | $7,344+48.9% |