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 | $92,155 | $86,929+6.0% | $102,423-10.0% | $80,856+14.0% |
| Participation rate | 42.7% | 72.4%-29.7pp | 76.5%-33.8pp | 67.6%-25.0pp |
| Annual return | 12.91% | 18.88%-6.0pp | 29.32%-16.4pp | 35.59%-22.7pp |
| Employer contribution / active EE | $1,321 | $2,369-44.3% | $3,023-56.3% | $2,755-52.1% |
| Participant deferral / active EE | $3,154 | $4,118-23.4% | $5,053-37.6% | $4,296-26.6% |
| Admin fee / account holder | $2,666 | $8,049-66.9% | $9,451-71.8% | $6,918-61.5% |