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 | $81,767 | $106,890-23.5% | $84,015-2.7% | $152,861-46.5% |
| Participation rate | 56.3% | 75.2%-19.0pp | 69.0%-12.8pp | 82.4%-26.2pp |
| Annual return | 21.05% | 104.99%-83.9pp | 71.31%-50.3pp | 345.32%-324.3pp |
| Employer contribution / active EE | $1,280 | $2,734-53.2% | $1,983-35.4% | $4,762-73.1% |
| Participant deferral / active EE | $2,942 | $4,011-26.7% | $3,239-9.2% | $5,850-49.7% |
| Admin fee / account holder | $4,891 | $8,285-41.0% | $6,101-19.8% | $11,596-57.8% |