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 | $81,278 | $91,190-10.9% | $178,490-54.5% | $79,858+1.8% |
| Participation rate | 54.7% | 69.2%-14.5pp | 81.9%-27.2pp | 69.6%-14.9pp |
| Annual return | 17.60% | 24.19%-6.6pp | 151.07%-133.5pp | 31.71%-14.1pp |
| Employer contribution / active EE | $2,006 | $3,256-38.4% | $5,011-60.0% | $2,471-18.8% |
| Participant deferral / active EE | $3,145 | $3,236-2.8% | $5,202-39.5% | $3,740-15.9% |
| Admin fee / account holder | $1,510 | $6,751-77.6% | $13,984-89.2% | $5,306-71.6% |