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 | $86,979 | $70,428+23.5% | $96,562-9.9% | $85,850+1.3% |
| Participation rate | 57.3% | 61.8%-4.5pp | 69.8%-12.5pp | 69.3%-12.0pp |
| Annual return | 13.97% | 18.59%-4.6pp | 37.78%-23.8pp | 318.53%-304.6pp |
| Employer contribution / active EE | $1,256 | $1,413-11.1% | $2,356-46.7% | $2,565-51.1% |
| Participant deferral / active EE | $2,311 | $2,894-20.1% | $3,849-40.0% | $3,952-41.5% |
| Admin fee / account holder | $5,882 | $4,997+17.7% | $6,181-4.8% | $6,260-6.0% |