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 | $79,125 | $100,923-21.6% | $150,045-47.3% | $74,304+6.5% |
| Participation rate | 42.6% | 70.1%-27.5pp | 82.3%-39.7pp | 60.3%-17.7pp |
| Annual return | 14.86% | 51.77%-36.9pp | 62.55%-47.7pp | 29.43%-14.6pp |
| Employer contribution / active EE | $1,291 | $3,463-62.7% | $4,693-72.5% | $2,241-42.4% |
| Participant deferral / active EE | $2,633 | $6,709-60.8% | $7,997-67.1% | $3,767-30.1% |
| Admin fee / account holder | $5,008 | $2,767+81.0% | $13,435-62.7% | $2,969+68.7% |