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 | $90,314 | $148,978-39.4% | $200,582-55.0% | $84,808+6.5% |
| Participation rate | 51.4% | 84.2%-32.8pp | 86.9%-35.5pp | 68.3%-16.9pp |
| Annual return | 21.57% | 28.16%-6.6pp | 42.33%-20.8pp | 40.90%-19.3pp |
| Employer contribution / active EE | $3,320 | $4,815-31.1% | $6,419-48.3% | $2,631+26.2% |
| Participant deferral / active EE | $8,835 | $7,142+23.7% | $9,331-5.3% | $4,212+109.8% |
| Admin fee / account holder | $1,000 | $13,977-92.8% | $16,305-93.9% | $7,344-86.4% |