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 | $58,401 | $99,341-41.2% | $84,750-31.1% | $273,961-78.7% |
| Participation rate | 66.7% | 80.7%-14.0pp | 76.6%-9.9pp | 83.0%-16.3pp |
| Annual return | 3.30% | 22.93%-19.6pp | 22.78%-19.5pp | 41.45%-38.2pp |
| Employer contribution / active EE | $1,263 | $4,214-70.0% | $3,574-64.7% | $4,869-74.1% |
| Participant deferral / active EE | $4,852 | $4,269+13.6% | $3,712+30.7% | $5,287-8.2% |
| Admin fee / account holder | $9,942 | $6,644+49.6% | $5,332+86.5% | $10,132-1.9% |