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 | $84,797 | $77,503+9.4% | $100,391-15.5% | $80,856+4.9% |
| Participation rate | 35.5% | 76.9%-41.5pp | 81.5%-46.0pp | 67.6%-32.2pp |
| Annual return | 14.29% | 37.20%-22.9pp | 49.20%-34.9pp | 35.59%-21.3pp |
| Employer contribution / active EE | $1,355 | $2,801-51.6% | $3,942-65.6% | $2,755-50.8% |
| Participant deferral / active EE | $2,955 | $6,820-56.7% | $8,082-63.4% | $4,296-31.2% |
| Admin fee / account holder | $1,593 | $5,897-73.0% | $7,899-79.8% | $6,918-77.0% |