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 | $80,870 | $109,881-26.4% | $150,045-46.1% | $84,808-4.6% |
| Participation rate | 60.5% | 76.1%-15.6pp | 82.3%-21.8pp | 68.3%-7.8pp |
| Annual return | 15.90% | 28.25%-12.3pp | 62.55%-46.6pp | 40.90%-25.0pp |
| Employer contribution / active EE | $1,007 | $3,561-71.7% | $4,693-78.5% | $2,631-61.7% |
| Participant deferral / active EE | $4,693 | $6,636-29.3% | $7,997-41.3% | $4,212+11.4% |
| Admin fee / account holder | $678 | $8,568-92.1% | $13,435-95.0% | $7,344-90.8% |