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 | $85,025 | $104,664-18.8% | $85,682-0.8% | $167,490-49.2% |
| Participation rate | 57.9% | 76.4%-18.5pp | 69.9%-12.0pp | 82.1%-24.2pp |
| Annual return | 10.31% | 21.45%-11.1pp | 21.49%-11.2pp | 478.56%-468.3pp |
| Employer contribution / active EE | $1,990 | $3,337-40.4% | $2,618-24.0% | $4,837-58.9% |
| Participant deferral / active EE | $3,001 | $4,824-37.8% | $3,923-23.5% | $6,341-52.7% |
| Admin fee / account holder | $1,277 | $10,032-87.3% | $6,873-81.4% | $12,309-89.6% |