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 | $92,832 | $109,881-15.5% | $150,045-38.1% | $84,808+9.5% |
| Participation rate | 37.2% | 76.1%-38.9pp | 82.3%-45.1pp | 68.3%-31.1pp |
| Annual return | 15.80% | 28.25%-12.4pp | 62.55%-46.7pp | 40.90%-25.1pp |
| Employer contribution / active EE | $1,212 | $3,561-66.0% | $4,693-74.2% | $2,631-53.9% |
| Participant deferral / active EE | $5,707 | $6,636-14.0% | $7,997-28.6% | $4,212+35.5% |
| Admin fee / account holder | $3,878 | $8,568-54.7% | $13,435-71.1% | $7,344-47.2% |