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 | $81,979 | $118,450-30.8% | $98,439-16.7% | $139,434-41.2% |
| Participation rate | 53.3% | 77.4%-24.1pp | 75.2%-21.8pp | 80.3%-27.0pp |
| Annual return | 12.02% | 18.94%-6.9pp | 21.16%-9.1pp | 372.94%-360.9pp |
| Employer contribution / active EE | $1,248 | $3,609-65.4% | $3,048-59.0% | $4,751-73.7% |
| Participant deferral / active EE | $3,472 | $5,392-35.6% | $4,738-26.7% | $6,710-48.3% |
| Admin fee / account holder | $5,992 | $14,026-57.3% | $8,948-33.0% | $11,403-47.4% |