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 | $86,851 | $101,724-14.6% | $164,813-47.3% | $80,856+7.4% |
| Participation rate | 57.7% | 71.8%-14.1pp | 78.6%-20.9pp | 67.6%-9.9pp |
| Annual return | 11.96% | 16.72%-4.8pp | 69.93%-58.0pp | 35.59%-23.6pp |
| Employer contribution / active EE | $1,343 | $2,953-54.5% | $4,341-69.1% | $2,755-51.2% |
| Participant deferral / active EE | $3,649 | $4,477-18.5% | $6,031-39.5% | $4,296-15.0% |
| Admin fee / account holder | $2,397 | $8,227-70.9% | $12,690-81.1% | $6,918-65.4% |