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 | $88,533 | $215,361-58.9% | $171,082-48.3% | $273,961-67.7% |
| Participation rate | 29.2% | 82.0%-52.9pp | 76.7%-47.5pp | 83.0%-53.8pp |
| Annual return | 6.48% | 25.14%-18.7pp | 32.56%-26.1pp | 41.45%-35.0pp |
| Employer contribution / active EE | $505 | $4,967-89.8% | $4,002-87.4% | $4,869-89.6% |
| Participant deferral / active EE | $1,118 | $5,543-79.8% | $4,797-76.7% | $5,287-78.9% |
| Admin fee / account holder | $1,126 | $10,846-89.6% | $8,520-86.8% | $10,132-88.9% |