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 | $82,132 | $96,484-14.9% | $156,263-47.4% | $74,304+10.5% |
| Participation rate | 65.5% | 67.7%-2.2pp | 78.9%-13.4pp | 60.3%+5.1pp |
| Annual return | 15.16% | 17.73%-2.6pp | 59.47%-44.3pp | 29.43%-14.3pp |
| Employer contribution / active EE | $2,162 | $2,528-14.5% | $4,333-50.1% | $2,241-3.5% |
| Participant deferral / active EE | $3,780 | $4,286-11.8% | $6,158-38.6% | $3,767+0.3% |
| Admin fee / account holder | $14,616 | $3,728+292.1% | $14,255+2.5% | $2,969+392.3% |