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 | $85,660 | $110,257-22.3% | $96,544-11.3% | $139,434-38.6% |
| Participation rate | 66.7% | 78.1%-11.4pp | 76.0%-9.3pp | 80.3%-13.7pp |
| Annual return | 17.88% | 26.32%-8.4pp | 25.84%-8.0pp | 372.94%-355.1pp |
| Employer contribution / active EE | $1,755 | $3,620-51.5% | $2,965-40.8% | $4,751-63.1% |
| Participant deferral / active EE | $2,018 | $5,548-63.6% | $4,851-58.4% | $6,710-69.9% |
| Admin fee / account holder | $2,232 | $11,591-80.7% | $8,252-73.0% | $11,403-80.4% |