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 | $83,905 | $93,170-9.9% | $100,534-16.5% | $84,808-1.1% |
| Participation rate | 31.4% | 75.8%-44.4pp | 80.6%-49.2pp | 68.3%-36.9pp |
| Annual return | 15.99% | 47.13%-31.1pp | 32.66%-16.7pp | 40.90%-24.9pp |
| Employer contribution / active EE | $1,816 | $3,985-54.4% | $4,346-58.2% | $2,631-31.0% |
| Participant deferral / active EE | $6,068 | $5,699+6.5% | $6,144-1.2% | $4,212+44.1% |
| Admin fee / account holder | $11,105 | $7,382+50.4% | $7,654+45.1% | $7,344+51.2% |