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 | $90,281 | $71,370+26.5% | $246,525-63.4% | $71,370+26.5% |
| Participation rate | 51.2% | 55.1%-4.0pp | 82.0%-30.8pp | 55.1%-4.0pp |
| Annual return | 13.65% | 15.87%-2.2pp | 0.46%+13.2pp | 15.87%-2.2pp |
| Employer contribution / active EE | $1,197 | $1,874-36.1% | $7,467-84.0% | $1,874-36.1% |
| Participant deferral / active EE | $2,345 | $2,656-11.7% | $5,422-56.8% | $2,656-11.7% |
| Admin fee / account holder | $3,131 | $6,050-48.3% | $16,551-81.1% | $6,050-48.3% |