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 | $77,345 | $80,968-4.5% | $96,544-19.9% | $75,163+2.9% |
| Participation rate | 54.7% | 71.8%-17.1pp | 76.0%-21.2pp | 67.2%-12.5pp |
| Annual return | 15.64% | 27.06%-11.4pp | 25.84%-10.2pp | 160.62%-145.0pp |
| Employer contribution / active EE | $1,491 | $2,282-34.6% | $2,965-49.7% | $2,670-44.1% |
| Participant deferral / active EE | $2,069 | $3,928-47.3% | $4,851-57.4% | $4,125-49.9% |
| Admin fee / account holder | $1,429 | $6,724-78.7% | $8,252-82.7% | $5,651-74.7% |