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 | $87,844 | $103,376-15.0% | $87,100+0.9% | $152,861-42.5% |
| Participation rate | 56.5% | 79.3%-22.8pp | 76.9%-20.3pp | 82.4%-25.9pp |
| Annual return | 10.78% | 28.10%-17.3pp | 28.19%-17.4pp | 345.32%-334.5pp |
| Employer contribution / active EE | $1,260 | $3,220-60.9% | $2,521-50.0% | $4,762-73.5% |
| Participant deferral / active EE | $2,216 | $4,778-53.6% | $4,049-45.3% | $5,850-62.1% |
| Admin fee / account holder | $1,443 | $12,205-88.2% | $7,497-80.8% | $11,596-87.6% |