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 | $90,657 | $86,944+4.3% | $107,525-15.7% | $74,304+22.0% |
| Participation rate | 54.1% | 59.6%-5.4pp | 75.1%-20.9pp | 60.3%-6.2pp |
| Annual return | 16.09% | 23.52%-7.4pp | 181.32%-165.2pp | 29.43%-13.3pp |
| Employer contribution / active EE | $1,191 | $2,757-56.8% | $3,754-68.3% | $2,241-46.8% |
| Participant deferral / active EE | $3,695 | $3,554+4.0% | $5,116-27.8% | $3,767-1.9% |
| Admin fee / account holder | $2,791 | $3,727-25.1% | $8,919-68.7% | $2,969-6.0% |