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 | $73,279 | $94,625-22.6% | $116,228-37.0% | $84,808-13.6% |
| Participation rate | 29.4% | 70.4%-41.0pp | 74.6%-45.1pp | 68.3%-38.9pp |
| Annual return | 14.15% | 20.40%-6.3pp | 90.06%-75.9pp | 40.90%-26.8pp |
| Employer contribution / active EE | $1,154 | $2,347-50.8% | $2,994-61.5% | $2,631-56.1% |
| Participant deferral / active EE | $2,251 | $3,972-43.3% | $4,953-54.6% | $4,212-46.6% |
| Admin fee / account holder | $22,102 | $10,091+119.0% | $11,989+84.4% | $7,344+201.0% |