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 | $93,704 | $96,484-2.9% | $156,263-40.0% | $74,304+26.1% |
| Participation rate | 40.5% | 67.7%-27.2pp | 78.9%-38.4pp | 60.3%-19.8pp |
| Annual return | 14.31% | 17.73%-3.4pp | 59.47%-45.2pp | 29.43%-15.1pp |
| Employer contribution / active EE | $1,320 | $2,528-47.8% | $4,333-69.5% | $2,241-41.1% |
| Participant deferral / active EE | $2,200 | $4,286-48.7% | $6,158-64.3% | $3,767-41.6% |
| Admin fee / account holder | $1,238 | $3,728-66.8% | $14,255-91.3% | $2,969-58.3% |