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 | $93,527 | $87,013+7.5% | $106,213-11.9% | $80,856+15.7% |
| Participation rate | 44.8% | 70.4%-25.6pp | 75.3%-30.5pp | 67.6%-22.8pp |
| Annual return | 15.69% | 17.05%-1.4pp | 116.14%-100.5pp | 35.59%-19.9pp |
| Employer contribution / active EE | $810 | $2,395-66.2% | $3,171-74.5% | $2,755-70.6% |
| Participant deferral / active EE | $2,317 | $3,986-41.9% | $5,016-53.8% | $4,296-46.1% |
| Admin fee / account holder | $5,264 | $8,431-37.6% | $11,033-52.3% | $6,918-23.9% |