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 | $95,390 | $117,983-19.1% | $101,794-6.3% | $142,382-33.0% |
| Participation rate | 66.7% | 74.2%-7.6pp | 69.2%-2.5pp | 80.1%-13.5pp |
| Annual return | 12.19% | 36.92%-24.7pp | 30.53%-18.3pp | 217.08%-204.9pp |
| Employer contribution / active EE | $1,537 | $2,773-44.6% | $2,289-32.9% | $4,299-64.3% |
| Participant deferral / active EE | $3,192 | $4,714-32.3% | $4,084-21.8% | $6,507-51.0% |
| Admin fee / account holder | $2,377 | $10,433-77.2% | $8,777-72.9% | $12,624-81.2% |