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 | $97,419 | $99,341-1.9% | $84,750+14.9% | $273,961-64.4% |
| Participation rate | 63.6% | 80.7%-17.1pp | 76.6%-13.0pp | 83.0%-19.4pp |
| Annual return | 10.16% | 22.93%-12.8pp | 22.78%-12.6pp | 41.45%-31.3pp |
| Employer contribution / active EE | $1,803 | $4,214-57.2% | $3,574-49.6% | $4,869-63.0% |
| Participant deferral / active EE | $4,303 | $4,269+0.8% | $3,712+15.9% | $5,287-18.6% |
| Admin fee / account holder | $12,111 | $6,644+82.3% | $5,332+127.1% | $10,132+19.5% |