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 | $71,911 | $87,870-18.2% | $113,168-36.5% | $74,304-3.2% |
| Participation rate | 44.6% | 70.7%-26.1pp | 76.6%-32.0pp | 60.3%-15.7pp |
| Annual return | 13.47% | 26.44%-13.0pp | 24.27%-10.8pp | 29.43%-16.0pp |
| Employer contribution / active EE | $1,312 | $2,277-42.4% | $2,975-55.9% | $2,241-41.5% |
| Participant deferral / active EE | $2,459 | $4,241-42.0% | $5,107-51.9% | $3,767-34.7% |
| Admin fee / account holder | $2,759 | $3,368-18.1% | $12,068-77.1% | $2,969-7.1% |