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 | $66,861 | $148,978-55.1% | $200,582-66.7% | $84,808-21.2% |
| Participation rate | 29.0% | 84.2%-55.2pp | 86.9%-57.9pp | 68.3%-39.3pp |
| Annual return | 15.87% | 28.16%-12.3pp | 42.33%-26.5pp | 40.90%-25.0pp |
| Employer contribution / active EE | $1,591 | $4,815-67.0% | $6,419-75.2% | $2,631-39.5% |
| Participant deferral / active EE | $3,215 | $7,142-55.0% | $9,331-65.5% | $4,212-23.7% |
| Admin fee / account holder | $14,664 | $13,977+4.9% | $16,305-10.1% | $7,344+99.7% |