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 | $64,279 | $71,050-9.5% | $93,606-31.3% | $80,856-20.5% |
| Participation rate | 32.1% | 60.4%-28.4pp | 68.7%-36.7pp | 67.6%-35.6pp |
| Annual return | 10.77% | 11.26%-0.5pp | 133.20%-122.4pp | 35.59%-24.8pp |
| Employer contribution / active EE | $1,509 | $1,564-3.5% | $2,420-37.6% | $2,755-45.2% |
| Participant deferral / active EE | $3,202 | $4,034-20.6% | $4,411-27.4% | $4,296-25.5% |
| Admin fee / account holder | $6,727 | $6,945-3.1% | $8,285-18.8% | $6,918-2.8% |