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 | $82,084 | $86,944-5.6% | $107,525-23.7% | $74,304+10.5% |
| Participation rate | 39.1% | 59.6%-20.4pp | 75.1%-35.9pp | 60.3%-21.2pp |
| Annual return | 16.53% | 23.52%-7.0pp | 181.32%-164.8pp | 29.43%-12.9pp |
| Employer contribution / active EE | $1,252 | $2,757-54.6% | $3,754-66.6% | $2,241-44.1% |
| Participant deferral / active EE | $2,294 | $3,554-35.5% | $5,116-55.2% | $3,767-39.1% |
| Admin fee / account holder | $4,624 | $3,727+24.1% | $8,919-48.2% | $2,969+55.8% |