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 | $84,261 | $127,065-33.7% | $113,168-25.5% | $142,382-40.8% |
| Participation rate | 54.5% | 79.2%-24.7pp | 76.6%-22.0pp | 80.1%-25.6pp |
| Annual return | 32.74% | 24.03%+8.7pp | 24.27%+8.5pp | 217.08%-184.3pp |
| Employer contribution / active EE | $1,177 | $3,442-65.8% | $2,975-60.4% | $4,299-72.6% |
| Participant deferral / active EE | $3,364 | $5,716-41.2% | $5,107-34.1% | $6,507-48.3% |
| Admin fee / account holder | $14,627 | $15,736-7.0% | $12,068+21.2% | $12,624+15.9% |