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 | $91,263 | $104,251-12.5% | $91,001+0.3% | $147,584-38.2% |
| Participation rate | 68.8% | 78.2%-9.5pp | 75.6%-6.9pp | 82.8%-14.1pp |
| Annual return | 14.25% | 27.06%-12.8pp | 4.60%+9.7pp | 578.55%-564.3pp |
| Employer contribution / active EE | $1,608 | $3,116-48.4% | $2,456-34.5% | $4,876-67.0% |
| Participant deferral / active EE | $5,357 | $4,195+27.7% | $3,547+51.0% | $5,439-1.5% |
| Admin fee / account holder | $4,770 | $8,948-46.7% | $5,417-11.9% | $10,885-56.2% |