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 | $86,240 | $109,881-21.5% | $150,045-42.5% | $84,808+1.7% |
| Participation rate | 68.0% | 76.1%-8.1pp | 82.3%-14.3pp | 68.3%-0.3pp |
| Annual return | 17.96% | 28.25%-10.3pp | 62.55%-44.6pp | 40.90%-22.9pp |
| Employer contribution / active EE | $2,536 | $3,561-28.8% | $4,693-46.0% | $2,631-3.6% |
| Participant deferral / active EE | $5,857 | $6,636-11.7% | $7,997-26.8% | $4,212+39.1% |
| Admin fee / account holder | $2,056 | $8,568-76.0% | $13,435-84.7% | $7,344-72.0% |