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 | $87,159 | $87,870-0.8% | $113,168-23.0% | $74,304+17.3% |
| Participation rate | 45.6% | 70.7%-25.2pp | 76.6%-31.0pp | 60.3%-14.8pp |
| Annual return | 13.84% | 26.44%-12.6pp | 24.27%-10.4pp | 29.43%-15.6pp |
| Employer contribution / active EE | $1,171 | $2,277-48.6% | $2,975-60.6% | $2,241-47.7% |
| Participant deferral / active EE | $2,571 | $4,241-39.4% | $5,107-49.7% | $3,767-31.8% |
| Admin fee / account holder | $5,130 | $3,368+52.3% | $12,068-57.5% | $2,969+72.8% |