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 | $94,587 | $135,952-30.4% | $123,892-23.7% | $273,961-65.5% |
| Participation rate | 62.5% | 84.1%-21.6pp | 81.4%-18.9pp | 83.0%-20.5pp |
| Annual return | 5.19% | 56.63%-51.4pp | 47.52%-42.3pp | 41.45%-36.3pp |
| Employer contribution / active EE | $1,127 | $5,170-78.2% | $4,617-75.6% | $4,869-76.9% |
| Participant deferral / active EE | $2,642 | $6,343-58.4% | $5,984-55.9% | $5,287-50.0% |
| Admin fee / account holder | $15,117 | $9,817+54.0% | $8,357+80.9% | $10,132+49.2% |