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 | $89,271 | $101,724-12.2% | $164,813-45.8% | $80,856+10.4% |
| Participation rate | 47.9% | 71.8%-23.9pp | 78.6%-30.7pp | 67.6%-19.7pp |
| Annual return | 12.48% | 16.72%-4.2pp | 69.93%-57.4pp | 35.59%-23.1pp |
| Employer contribution / active EE | $1,237 | $2,953-58.1% | $4,341-71.5% | $2,755-55.1% |
| Participant deferral / active EE | $2,701 | $4,477-39.7% | $6,031-55.2% | $4,296-37.1% |
| Admin fee / account holder | $61,156 | $8,227+643.3% | $12,690+381.9% | $6,918+784.0% |