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 | $86,629 | $116,175-25.4% | $93,606-7.5% | $152,861-43.3% |
| Participation rate | 54.2% | 78.0%-23.9pp | 75.8%-21.7pp | 82.4%-28.3pp |
| Annual return | 22.18% | 35.96%-13.8pp | 32.76%-10.6pp | 345.32%-323.1pp |
| Employer contribution / active EE | $1,027 | $3,218-68.1% | $2,718-62.2% | $4,762-78.4% |
| Participant deferral / active EE | $1,750 | $4,603-62.0% | $4,069-57.0% | $5,850-70.1% |
| Admin fee / account holder | $22,732 | $10,748+111.5% | $7,888+188.2% | $11,596+96.0% |