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 | $92,516 | $100,773-8.2% | $88,946+4.0% | $142,382-35.0% |
| Participation rate | 60.0% | 74.3%-14.3pp | 68.8%-8.8pp | 80.1%-20.1pp |
| Annual return | 12.52% | 70.18%-57.7pp | 57.82%-45.3pp | 217.08%-204.6pp |
| Employer contribution / active EE | $1,271 | $2,918-56.4% | $2,555-50.2% | $4,299-70.4% |
| Participant deferral / active EE | $2,501 | $5,230-52.2% | $4,581-45.4% | $6,507-61.6% |
| Admin fee / account holder | $1,360 | $9,693-86.0% | $8,261-83.5% | $12,624-89.2% |