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 | $81,926 | $86,929-5.8% | $102,423-20.0% | $80,856+1.3% |
| Participation rate | 51.0% | 72.4%-21.4pp | 76.5%-25.5pp | 67.6%-16.6pp |
| Annual return | 13.49% | 18.88%-5.4pp | 29.32%-15.8pp | 35.59%-22.1pp |
| Employer contribution / active EE | $1,952 | $2,369-17.6% | $3,023-35.4% | $2,755-29.2% |
| Participant deferral / active EE | $2,684 | $4,118-34.8% | $5,053-46.9% | $4,296-37.5% |
| Admin fee / account holder | $4,861 | $8,049-39.6% | $9,451-48.6% | $6,918-29.7% |