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 | $78,204 | $82,978-5.8% | $129,995-39.8% | $71,457+9.4% |
| Participation rate | 53.4% | 74.1%-20.6pp | 78.5%-25.0pp | 67.9%-14.5pp |
| Annual return | 20.37% | 20.60%-0.2pp | -137.18%+157.6pp | 28.85%-8.5pp |
| Employer contribution / active EE | $1,190 | $2,622-54.6% | $4,320-72.4% | $2,588-54.0% |
| Participant deferral / active EE | $2,797 | $4,432-36.9% | $5,820-51.9% | $4,289-34.8% |
| Admin fee / account holder | $921 | $1,729-46.7% | $10,614-91.3% | $1,587-42.0% |