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 | $83,411 | $97,044-14.0% | $83,333+0.1% | $135,375-38.4% |
| Participation rate | 66.7% | 80.4%-13.7pp | 77.8%-11.1pp | 82.6%-16.0pp |
| Annual return | 0.29% | 12.31%-12.0pp | 10.63%-10.3pp | 519.73%-519.4pp |
| Employer contribution / active EE | $1,177 | $4,143-71.6% | $3,379-65.2% | $4,779-75.4% |
| Participant deferral / active EE | $7,190 | $5,964+20.5% | $5,565+29.2% | $5,609+28.2% |
| Admin fee / account holder | $1,568 | $8,380-81.3% | $7,510-79.1% | $10,827-85.5% |