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 | $83,138 | $86,929-4.4% | $102,423-18.8% | $80,856+2.8% |
| Participation rate | 61.8% | 72.4%-10.6pp | 76.5%-14.7pp | 67.6%-5.9pp |
| Annual return | 13.90% | 18.88%-5.0pp | 29.32%-15.4pp | 35.59%-21.7pp |
| Employer contribution / active EE | $1,631 | $2,369-31.2% | $3,023-46.1% | $2,755-40.8% |
| Participant deferral / active EE | $3,243 | $4,118-21.2% | $5,053-35.8% | $4,296-24.5% |
| Admin fee / account holder | $3,948 | $8,049-50.9% | $9,451-58.2% | $6,918-42.9% |