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 | $79,580 | $84,556-5.9% | $116,228-31.5% | $74,304+7.1% |
| Participation rate | 39.1% | 66.0%-26.9pp | 74.6%-35.5pp | 60.3%-21.3pp |
| Annual return | 19.18% | 18.35%+0.8pp | 90.06%-70.9pp | 29.43%-10.2pp |
| Employer contribution / active EE | $1,026 | $2,168-52.7% | $2,994-65.7% | $2,241-54.2% |
| Participant deferral / active EE | $2,158 | $3,814-43.4% | $4,953-56.4% | $3,767-42.7% |
| Admin fee / account holder | $15,449 | $3,792+307.4% | $11,989+28.9% | $2,969+420.4% |