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 | $65,687 | $99,341-33.9% | $84,750-22.5% | $273,961-76.0% |
| Participation rate | 50.0% | 80.7%-30.7pp | 76.6%-26.6pp | 83.0%-33.0pp |
| Annual return | 6.96% | 22.93%-16.0pp | 22.78%-15.8pp | 41.45%-34.5pp |
| Employer contribution / active EE | $10,055 | $4,214+138.6% | $3,574+181.3% | $4,869+106.5% |
| Participant deferral / active EE | $6,086 | $4,269+42.5% | $3,712+64.0% | $5,287+15.1% |
| Admin fee / account holder | $1,900 | $6,644-71.4% | $5,332-64.4% | $10,132-81.3% |