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 | $95,517 | $117,983-19.0% | $101,794-6.2% | $142,382-32.9% |
| Participation rate | 60.0% | 74.2%-14.2pp | 69.2%-9.2pp | 80.1%-20.1pp |
| Annual return | 12.14% | 36.92%-24.8pp | 30.53%-18.4pp | 217.08%-204.9pp |
| Employer contribution / active EE | $2,156 | $2,773-22.3% | $2,289-5.8% | $4,299-49.9% |
| Participant deferral / active EE | $3,402 | $4,714-27.8% | $4,084-16.7% | $6,507-47.7% |
| Admin fee / account holder | $613 | $10,433-94.1% | $8,777-93.0% | $12,624-95.1% |