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 | $84,515 | $86,944-2.8% | $107,525-21.4% | $74,304+13.7% |
| Participation rate | 30.3% | 59.6%-29.2pp | 75.1%-44.7pp | 60.3%-30.0pp |
| Annual return | 22.33% | 23.52%-1.2pp | 181.32%-159.0pp | 29.43%-7.1pp |
| Employer contribution / active EE | $1,157 | $2,757-58.0% | $3,754-69.2% | $2,241-48.4% |
| Participant deferral / active EE | $2,452 | $3,554-31.0% | $5,116-52.1% | $3,767-34.9% |
| Admin fee / account holder | $8,837 | $3,727+137.1% | $8,919-0.9% | $2,969+197.7% |