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 | $86,970 | $95,803-9.2% | $113,168-23.1% | $84,808+2.6% |
| Participation rate | 52.0% | 72.9%-20.9pp | 76.6%-24.6pp | 68.3%-16.3pp |
| Annual return | 20.23% | 25.00%-4.8pp | 24.27%-4.0pp | 40.90%-20.7pp |
| Employer contribution / active EE | $1,274 | $2,360-46.0% | $2,975-57.2% | $2,631-51.6% |
| Participant deferral / active EE | $2,490 | $4,242-41.3% | $5,107-51.2% | $4,212-40.9% |
| Admin fee / account holder | $20,375 | $8,989+126.7% | $12,068+68.8% | $7,344+177.4% |