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 | $71,293 | $81,460-12.5% | $103,333-31.0% | $80,856-11.8% |
| Participation rate | 59.5% | 66.8%-7.4pp | 74.5%-15.0pp | 67.6%-8.2pp |
| Annual return | 12.41% | 25.55%-13.1pp | 24.88%-12.5pp | 35.59%-23.2pp |
| Employer contribution / active EE | $1,029 | $3,105-66.9% | $3,868-73.4% | $2,755-62.7% |
| Participant deferral / active EE | $4,440 | $3,869+14.8% | $5,057-12.2% | $4,296+3.4% |
| Admin fee / account holder | $1,950 | $6,566-70.3% | $8,355-76.7% | $6,918-71.8% |