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 | $76,802 | $99,341-22.7% | $84,750-9.4% | $273,961-72.0% |
| Participation rate | 69.6% | 80.7%-11.1pp | 76.6%-7.0pp | 83.0%-13.5pp |
| Annual return | 12.06% | 22.93%-10.9pp | 22.78%-10.7pp | 41.45%-29.4pp |
| Employer contribution / active EE | $1,376 | $4,214-67.3% | $3,574-61.5% | $4,869-71.7% |
| Participant deferral / active EE | $2,881 | $4,269-32.5% | $3,712-22.4% | $5,287-45.5% |
| Admin fee / account holder | $622 | $6,644-90.6% | $5,332-88.3% | $10,132-93.9% |