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 | $86,704 | $109,881-21.1% | $150,045-42.2% | $84,808+2.2% |
| Participation rate | 52.0% | 76.1%-24.0pp | 82.3%-30.3pp | 68.3%-16.3pp |
| Annual return | 16.41% | 28.25%-11.8pp | 62.55%-46.1pp | 40.90%-24.5pp |
| Employer contribution / active EE | $1,596 | $3,561-55.2% | $4,693-66.0% | $2,631-39.3% |
| Participant deferral / active EE | $5,752 | $6,636-13.3% | $7,997-28.1% | $4,212+36.6% |
| Admin fee / account holder | $7,000 | $8,568-18.3% | $13,435-47.9% | $7,344-4.7% |