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 | $59,030 | $99,341-40.6% | $84,750-30.3% | $273,961-78.5% |
| Participation rate | 62.5% | 80.7%-18.2pp | 76.6%-14.1pp | 83.0%-20.5pp |
| Annual return | 8.26% | 22.93%-14.7pp | 22.78%-14.5pp | 41.45%-33.2pp |
| Employer contribution / active EE | $1,134 | $4,214-73.1% | $3,574-68.3% | $4,869-76.7% |
| Participant deferral / active EE | $6,955 | $4,269+62.9% | $3,712+87.4% | $5,287+31.5% |
| Admin fee / account holder | $540 | $6,644-91.9% | $5,332-89.9% | $10,132-94.7% |