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 | $88,292 | $124,281-29.0% | $109,143-19.1% | $167,490-47.3% |
| Participation rate | 61.1% | 79.4%-18.3pp | 75.9%-14.8pp | 82.1%-21.0pp |
| Annual return | 13.32% | 26.04%-12.7pp | 25.75%-12.4pp | 478.56%-465.2pp |
| Employer contribution / active EE | $1,059 | $4,207-74.8% | $3,722-71.5% | $4,837-78.1% |
| Participant deferral / active EE | $4,768 | $5,255-9.3% | $4,653+2.5% | $6,341-24.8% |
| Admin fee / account holder | $14,217 | $7,970+78.4% | $6,752+110.5% | $12,309+15.5% |