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 | $96,944 | $109,413-11.4% | $156,263-38.0% | $84,808+14.3% |
| Participation rate | 66.2% | 72.7%-6.5pp | 78.9%-12.7pp | 68.3%-2.1pp |
| Annual return | 14.60% | 20.18%-5.6pp | 59.47%-44.9pp | 40.90%-26.3pp |
| Employer contribution / active EE | $2,338 | $2,907-19.6% | $4,333-46.0% | $2,631-11.1% |
| Participant deferral / active EE | $4,591 | $4,5900% | $6,158-25.5% | $4,212+9.0% |
| Admin fee / account holder | $11,525 | $9,357+23.2% | $14,255-19.2% | $7,344+56.9% |