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 | $85,583 | $127,065-32.6% | $113,168-24.4% | $142,382-39.9% |
| Participation rate | 57.1% | 79.2%-22.1pp | 76.6%-19.4pp | 80.1%-23.0pp |
| Annual return | 14.60% | 24.03%-9.4pp | 24.27%-9.7pp | 217.08%-202.5pp |
| Employer contribution / active EE | $1,054 | $3,442-69.4% | $2,975-64.6% | $4,299-75.5% |
| Participant deferral / active EE | $1,962 | $5,716-65.7% | $5,107-61.6% | $6,507-69.9% |
| Admin fee / account holder | $2,976 | $15,736-81.1% | $12,068-75.3% | $12,624-76.4% |