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 | $85,146 | $86,944-2.1% | $107,525-20.8% | $74,304+14.6% |
| Participation rate | 61.5% | 59.6%+2.0pp | 75.1%-13.5pp | 60.3%+1.2pp |
| Annual return | 15.36% | 23.52%-8.2pp | 181.32%-166.0pp | 29.43%-14.1pp |
| Employer contribution / active EE | $1,228 | $2,757-55.4% | $3,754-67.3% | $2,241-45.2% |
| Participant deferral / active EE | $2,953 | $3,554-16.9% | $5,116-42.3% | $3,767-21.6% |
| Admin fee / account holder | $3,742 | $3,727+0.4% | $8,919-58.0% | $2,969+26.0% |