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 | $82,795 | $86,944-4.8% | $107,525-23.0% | $74,304+11.4% |
| Participation rate | 23.1% | 59.6%-36.4pp | 75.1%-51.9pp | 60.3%-37.2pp |
| Annual return | 18.48% | 23.52%-5.0pp | 181.32%-162.8pp | 29.43%-10.9pp |
| Employer contribution / active EE | $1,152 | $2,757-58.2% | $3,754-69.3% | $2,241-48.6% |
| Participant deferral / active EE | $2,342 | $3,554-34.1% | $5,116-54.2% | $3,767-37.8% |
| Admin fee / account holder | $2,918 | $3,727-21.7% | $8,919-67.3% | $2,969-1.7% |