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 | $77,977 | $78,672-0.9% | $109,143-28.6% | $85,850-9.2% |
| Participation rate | 66.7% | 68.3%-1.6pp | 75.9%-9.2pp | 69.3%-2.6pp |
| Annual return | 11.80% | 25.09%-13.3pp | 25.75%-13.9pp | 318.53%-306.7pp |
| Employer contribution / active EE | $10,606 | $2,735+287.8% | $3,722+185.0% | $2,565+313.5% |
| Participant deferral / active EE | $3,293 | $3,467-5.0% | $4,653-29.2% | $3,952-16.7% |
| Admin fee / account holder | $3,495 | $5,469-36.1% | $6,752-48.2% | $6,260-44.2% |