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 | $99,320 | $210,408-52.8% | $153,485-35.3% | $145,922-31.9% |
| Participation rate | 55.6% | 82.1%-26.6pp | 77.1%-21.5pp | 80.3%-24.7pp |
| Annual return | 14.82% | 13.37%+1.5pp | 15.65%-0.8pp | 561.29%-546.5pp |
| Employer contribution / active EE | $1,621 | $6,048-73.2% | $5,039-67.8% | $4,660-65.2% |
| Participant deferral / active EE | $5,927 | $7,975-25.7% | $6,757-12.3% | $6,688-11.4% |
| Admin fee / account holder | $894 | $19,419-95.4% | $12,724-93.0% | $13,397-93.3% |