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 | $61,678 | $105,630-41.6% | $87,507-29.5% | $273,961-77.5% |
| Participation rate | 50.0% | 78.2%-28.2pp | 73.8%-23.8pp | 83.0%-33.0pp |
| Annual return | 7.23% | 12.25%-5.0pp | 12.21%-5.0pp | 41.45%-34.2pp |
| Employer contribution / active EE | $1,361 | $3,141-56.7% | $2,550-46.6% | $4,869-72.0% |
| Participant deferral / active EE | $6,211 | $3,601+72.5% | $3,149+97.2% | $5,287+17.5% |
| Admin fee / account holder | $633 | $4,781-86.8% | $4,221-85.0% | $10,132-93.8% |