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 | $80,811 | $78,103+3.5% | $289,028-72.0% | $116,875-30.9% |
| Participation rate | 53.5% | 69.5%-16.0pp | 78.0%-24.5pp | 74.5%-21.0pp |
| Annual return | 12.86% | 15.26%-2.4pp | 243.94%-231.1pp | 16.29%-3.4pp |
| Employer contribution / active EE | $902 | $2,718-66.8% | $6,326-85.7% | $3,288-72.6% |
| Participant deferral / active EE | $2,901 | $2,921-0.7% | $4,804-39.6% | $3,885-25.3% |
| Admin fee / account holder | $12,912 | $8,683+48.7% | $14,050-8.1% | $12,263+5.3% |