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 | $86,390 | $109,413-21.0% | $156,263-44.7% | $84,808+1.9% |
| Participation rate | 61.3% | 72.7%-11.4pp | 78.9%-17.6pp | 68.3%-7.0pp |
| Annual return | 13.69% | 20.18%-6.5pp | 59.47%-45.8pp | 40.90%-27.2pp |
| Employer contribution / active EE | $1,415 | $2,907-51.3% | $4,333-67.3% | $2,631-46.2% |
| Participant deferral / active EE | $4,697 | $4,590+2.3% | $6,158-23.7% | $4,212+11.5% |
| Admin fee / account holder | $2,178 | $9,357-76.7% | $14,255-84.7% | $7,344-70.3% |