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 | $93,761 | $96,484-2.8% | $156,263-40.0% | $74,304+26.2% |
| Participation rate | 40.6% | 67.7%-27.1pp | 78.9%-38.3pp | 60.3%-19.7pp |
| Annual return | 13.63% | 17.73%-4.1pp | 59.47%-45.8pp | 29.43%-15.8pp |
| Employer contribution / active EE | $1,071 | $2,528-57.6% | $4,333-75.3% | $2,241-52.2% |
| Participant deferral / active EE | $2,192 | $4,286-48.9% | $6,158-64.4% | $3,767-41.8% |
| Admin fee / account holder | $10,861 | $3,728+191.4% | $14,255-23.8% | $2,969+265.8% |