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 | $69,030 | $86,929-20.6% | $102,423-32.6% | $80,856-14.6% |
| Participation rate | 62.5% | 72.4%-9.9pp | 76.5%-14.0pp | 67.6%-5.1pp |
| Annual return | 15.18% | 18.88%-3.7pp | 29.32%-14.1pp | 35.59%-20.4pp |
| Employer contribution / active EE | $2,275 | $2,369-4.0% | $3,023-24.7% | $2,755-17.4% |
| Participant deferral / active EE | $5,105 | $4,118+23.9% | $5,053+1.0% | $4,296+18.8% |
| Admin fee / account holder | $4,303 | $8,049-46.5% | $9,451-54.5% | $6,918-37.8% |