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 | $82,043 | $93,571-12.3% | $135,903-39.6% | $75,163+9.2% |
| Participation rate | 61.1% | 75.2%-14.1pp | 81.9%-20.8pp | 67.2%-6.1pp |
| Annual return | 18.17% | 30.90%-12.7pp | 68.23%-50.1pp | 160.62%-142.5pp |
| Employer contribution / active EE | $2,228 | $3,537-37.0% | $4,856-54.1% | $2,670-16.6% |
| Participant deferral / active EE | $3,038 | $6,404-52.6% | $7,758-60.8% | $4,125-26.4% |
| Admin fee / account holder | $2,226 | $6,975-68.1% | $10,762-79.3% | $5,651-60.6% |