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 | $98,076 | $100,326-2.2% | $180,183-45.6% | $84,808+15.6% |
| Participation rate | 53.1% | 71.0%-17.9pp | 77.4%-24.4pp | 68.3%-15.2pp |
| Annual return | 15.74% | 17.86%-2.1pp | 27.86%-12.1pp | 40.90%-25.2pp |
| Employer contribution / active EE | $2,300 | $3,269-29.6% | $5,039-54.4% | $2,631-12.6% |
| Participant deferral / active EE | $4,014 | $5,066-20.8% | $6,822-41.2% | $4,212-4.7% |
| Admin fee / account holder | $2,261 | $9,674-76.6% | $19,975-88.7% | $7,344-69.2% |