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 | $85,211 | $93,170-8.5% | $100,534-15.2% | $84,808+0.5% |
| Participation rate | 29.0% | 75.8%-46.8pp | 80.6%-51.6pp | 68.3%-39.3pp |
| Annual return | 14.66% | 47.13%-32.5pp | 32.66%-18.0pp | 40.90%-26.2pp |
| Employer contribution / active EE | $2,686 | $3,985-32.6% | $4,346-38.2% | $2,631+2.1% |
| Participant deferral / active EE | $6,933 | $5,699+21.7% | $6,144+12.8% | $4,212+64.6% |
| Admin fee / account holder | $4,293 | $7,382-41.8% | $7,654-43.9% | $7,344-41.5% |