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 | $83,914 | $109,881-23.6% | $150,045-44.1% | $84,808-1.1% |
| Participation rate | 58.3% | 76.1%-17.8pp | 82.3%-24.0pp | 68.3%-10.0pp |
| Annual return | 14.33% | 28.25%-13.9pp | 62.55%-48.2pp | 40.90%-26.6pp |
| Employer contribution / active EE | $2,133 | $3,561-40.1% | $4,693-54.5% | $2,631-18.9% |
| Participant deferral / active EE | $5,186 | $6,636-21.8% | $7,997-35.1% | $4,212+23.1% |
| Admin fee / account holder | $3,182 | $8,568-62.9% | $13,435-76.3% | $7,344-56.7% |