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 | $83,542 | $99,341-15.9% | $84,750-1.4% | $273,961-69.5% |
| Participation rate | 69.2% | 80.7%-11.5pp | 76.6%-7.4pp | 83.0%-13.8pp |
| Annual return | 6.53% | 22.93%-16.4pp | 22.78%-16.3pp | 41.45%-34.9pp |
| Employer contribution / active EE | $1,726 | $4,214-59.0% | $3,574-51.7% | $4,869-64.5% |
| Participant deferral / active EE | $6,972 | $4,269+63.3% | $3,712+87.8% | $5,287+31.9% |
| Admin fee / account holder | $1,476 | $6,644-77.8% | $5,332-72.3% | $10,132-85.4% |