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 | $83,200 | $103,376-19.5% | $87,100-4.5% | $152,861-45.6% |
| Participation rate | 55.6% | 79.3%-23.8pp | 76.9%-21.3pp | 82.4%-26.9pp |
| Annual return | 21.28% | 28.10%-6.8pp | 28.19%-6.9pp | 345.32%-324.0pp |
| Employer contribution / active EE | $1,762 | $3,220-45.3% | $2,521-30.1% | $4,762-63.0% |
| Participant deferral / active EE | $2,708 | $4,778-43.3% | $4,049-33.1% | $5,850-53.7% |
| Admin fee / account holder | $7,233 | $12,205-40.7% | $7,497-3.5% | $11,596-37.6% |