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 | $85,078 | $138,347-38.5% | $184,203-53.8% | $80,856+5.2% |
| Participation rate | 55.2% | 83.9%-28.7pp | 86.8%-31.6pp | 67.6%-12.5pp |
| Annual return | 13.70% | 20.02%-6.3pp | 28.81%-15.1pp | 35.59%-21.9pp |
| Employer contribution / active EE | $2,434 | $4,850-49.8% | $6,427-62.1% | $2,755-11.6% |
| Participant deferral / active EE | $6,014 | $7,071-14.9% | $9,131-34.1% | $4,296+40.0% |
| Admin fee / account holder | $26,726 | $10,483+154.9% | $13,901+92.3% | $6,918+286.3% |