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 | $85,258 | $91,190-6.5% | $178,490-52.2% | $79,858+6.8% |
| Participation rate | 66.7% | 69.2%-2.5pp | 81.9%-15.3pp | 69.6%-3.0pp |
| Annual return | 16.01% | 24.19%-8.2pp | 151.07%-135.1pp | 31.71%-15.7pp |
| Employer contribution / active EE | $1,911 | $3,256-41.3% | $5,011-61.9% | $2,471-22.6% |
| Participant deferral / active EE | $3,375 | $3,236+4.3% | $5,202-35.1% | $3,740-9.8% |
| Admin fee / account holder | $2,529 | $6,751-62.5% | $13,984-81.9% | $5,306-52.3% |