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 | $89,445 | $115,770-22.7% | $101,248-11.7% | $158,922-43.7% |
| Participation rate | 60.0% | 79.4%-19.4pp | 75.8%-15.8pp | 82.0%-22.0pp |
| Annual return | 12.56% | 56.14%-43.6pp | 46.47%-33.9pp | 302.83%-290.3pp |
| Employer contribution / active EE | $1,600 | $4,175-61.7% | $3,660-56.3% | $4,761-66.4% |
| Participant deferral / active EE | $4,535 | $4,957-8.5% | $4,370+3.8% | $5,982-24.2% |
| Admin fee / account holder | $6,735 | $7,245-7.0% | $5,945+13.3% | $11,246-40.1% |