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 | $79,483 | $138,562-42.6% | $246,525-67.8% | $116,875-32.0% |
| Participation rate | 64.5% | 72.8%-8.3pp | 82.0%-17.4pp | 74.5%-10.0pp |
| Annual return | 21.79% | 16.14%+5.7pp | 0.46%+21.3pp | 16.29%+5.5pp |
| Employer contribution / active EE | $1,237 | $4,835-74.4% | $7,467-83.4% | $3,288-62.4% |
| Participant deferral / active EE | $3,205 | $4,207-23.8% | $5,422-40.9% | $3,885-17.5% |
| Admin fee / account holder | $15,406 | $18,110-14.9% | $16,551-6.9% | $12,263+25.6% |