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 | $68,126 | $95,803-28.9% | $113,168-39.8% | $84,808-19.7% |
| Participation rate | 45.9% | 72.9%-26.9pp | 76.6%-30.6pp | 68.3%-22.4pp |
| Annual return | 14.23% | 25.00%-10.8pp | 24.27%-10.0pp | 40.90%-26.7pp |
| Employer contribution / active EE | $1,065 | $2,360-54.9% | $2,975-64.2% | $2,631-59.5% |
| Participant deferral / active EE | $2,459 | $4,242-42.0% | $5,107-51.8% | $4,212-41.6% |
| Admin fee / account holder | $10,098 | $8,989+12.3% | $12,068-16.3% | $7,344+37.5% |