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 | $81,937 | $89,753-8.7% | $107,525-23.8% | $84,808-3.4% |
| Participation rate | 60.0% | 68.1%-8.1pp | 75.1%-15.1pp | 68.3%-8.3pp |
| Annual return | 19.03% | 29.48%-10.4pp | 181.32%-162.3pp | 40.90%-21.9pp |
| Employer contribution / active EE | $2,798 | $3,113-10.1% | $3,754-25.5% | $2,631+6.4% |
| Participant deferral / active EE | $5,143 | $4,056+26.8% | $5,116+0.5% | $4,212+22.1% |
| Admin fee / account holder | $2,952 | $7,222-59.1% | $8,919-66.9% | $7,344-59.8% |