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 | $56,172 | $163,101-65.6% | $136,749-58.9% | $142,382-60.5% |
| Participation rate | 66.7% | 78.2%-11.6pp | 72.1%-5.5pp | 80.1%-13.5pp |
| Annual return | 9.80% | 27.54%-17.7pp | 24.33%-14.5pp | 217.08%-207.3pp |
| Employer contribution / active EE | $1,180 | $4,117-71.3% | $3,400-65.3% | $4,299-72.5% |
| Participant deferral / active EE | $6,796 | $5,585+21.7% | $4,692+44.8% | $6,507+4.4% |
| Admin fee / account holder | $83,506 | $14,318+483.2% | $11,386+633.4% | $12,624+561.5% |