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 | $71,328 | $87,870-18.8% | $113,168-37.0% | $74,304-4.0% |
| Participation rate | 33.8% | 70.7%-36.9pp | 76.6%-42.7pp | 60.3%-26.5pp |
| Annual return | 15.54% | 26.44%-10.9pp | 24.27%-8.7pp | 29.43%-13.9pp |
| Employer contribution / active EE | $2,276 | $2,2770% | $2,975-23.5% | $2,241+1.6% |
| Participant deferral / active EE | $3,010 | $4,241-29.0% | $5,107-41.1% | $3,767-20.1% |
| Admin fee / account holder | $12,145 | $3,368+260.6% | $12,068+0.6% | $2,969+309.1% |