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 | $95,715 | $109,881-12.9% | $150,045-36.2% | $84,808+12.9% |
| Participation rate | 50.6% | 76.1%-25.5pp | 82.3%-31.7pp | 68.3%-17.7pp |
| Annual return | 17.53% | 28.25%-10.7pp | 62.55%-45.0pp | 40.90%-23.4pp |
| Employer contribution / active EE | $1,072 | $3,561-69.9% | $4,693-77.2% | $2,631-59.3% |
| Participant deferral / active EE | $3,692 | $6,636-44.4% | $7,997-53.8% | $4,212-12.3% |
| Admin fee / account holder | $1,252 | $8,568-85.4% | $13,435-90.7% | $7,344-82.9% |