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 | $81,086 | $118,450-31.5% | $98,439-17.6% | $139,434-41.8% |
| Participation rate | 64.7% | 77.4%-12.7pp | 75.2%-10.5pp | 80.3%-15.6pp |
| Annual return | 13.89% | 18.94%-5.0pp | 21.16%-7.3pp | 372.94%-359.0pp |
| Employer contribution / active EE | $1,644 | $3,609-54.5% | $3,048-46.1% | $4,751-65.4% |
| Participant deferral / active EE | $3,549 | $5,392-34.2% | $4,738-25.1% | $6,710-47.1% |
| Admin fee / account holder | $7,891 | $14,026-43.7% | $8,948-11.8% | $11,403-30.8% |