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 | $70,812 | $95,803-26.1% | $113,168-37.4% | $84,808-16.5% |
| Participation rate | 67.5% | 72.9%-5.4pp | 76.6%-9.1pp | 68.3%-0.8pp |
| Annual return | 16.86% | 25.00%-8.1pp | 24.27%-7.4pp | 40.90%-24.0pp |
| Employer contribution / active EE | $2,308 | $2,360-2.2% | $2,975-22.4% | $2,631-12.3% |
| Participant deferral / active EE | $2,935 | $4,242-30.8% | $5,107-42.5% | $4,212-30.3% |
| Admin fee / account holder | $32,168 | $8,989+257.9% | $12,068+166.6% | $7,344+338.0% |