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 | $82,231 | $93,571-12.1% | $135,903-39.5% | $75,163+9.4% |
| Participation rate | 65.0% | 75.2%-10.2pp | 81.9%-16.9pp | 67.2%-2.2pp |
| Annual return | 20.23% | 30.90%-10.7pp | 68.23%-48.0pp | 160.62%-140.4pp |
| Employer contribution / active EE | $940 | $3,537-73.4% | $4,856-80.6% | $2,670-64.8% |
| Participant deferral / active EE | $4,771 | $6,404-25.5% | $7,758-38.5% | $4,125+15.7% |
| Admin fee / account holder | $8,505 | $6,975+21.9% | $10,762-21.0% | $5,651+50.5% |