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 | $86,829 | $95,803-9.4% | $113,168-23.3% | $84,808+2.4% |
| Participation rate | 64.8% | 72.9%-8.1pp | 76.6%-11.8pp | 68.3%-3.5pp |
| Annual return | 14.21% | 25.00%-10.8pp | 24.27%-10.1pp | 40.90%-26.7pp |
| Employer contribution / active EE | $826 | $2,360-65.0% | $2,975-72.2% | $2,631-68.6% |
| Participant deferral / active EE | $3,573 | $4,242-15.8% | $5,107-30.0% | $4,212-15.2% |
| Admin fee / account holder | $806 | $8,989-91.0% | $12,068-93.3% | $7,344-89.0% |