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 | $101,891 | $96,557+5.5% | $80,975+25.8% | $273,961-62.8% |
| Participation rate | 69.6% | 79.1%-9.5pp | 75.8%-6.2pp | 83.0%-13.5pp |
| Annual return | 5.68% | 15.14%-9.5pp | 17.10%-11.4pp | 41.45%-35.8pp |
| Employer contribution / active EE | $1,614 | $4,868-66.8% | $3,714-56.5% | $4,869-66.9% |
| Participant deferral / active EE | $6,513 | $6,598-1.3% | $5,696+14.3% | $5,287+23.2% |
| Admin fee / account holder | $2,452 | $7,492-67.3% | $5,516-55.5% | $10,132-75.8% |