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 | $100,090 | $109,881-8.9% | $150,045-33.3% | $84,808+18.0% |
| Participation rate | 56.2% | 76.1%-19.9pp | 82.3%-26.1pp | 68.3%-12.1pp |
| Annual return | 14.35% | 28.25%-13.9pp | 62.55%-48.2pp | 40.90%-26.5pp |
| Employer contribution / active EE | $1,889 | $3,561-47.0% | $4,693-59.8% | $2,631-28.2% |
| Participant deferral / active EE | $2,597 | $6,636-60.9% | $7,997-67.5% | $4,212-38.3% |
| Admin fee / account holder | $2,903 | $8,568-66.1% | $13,435-78.4% | $7,344-60.5% |