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 | $65,341 | $80,717-19.0% | $154,803-57.8% | $84,808-23.0% |
| Participation rate | 25.0% | 66.8%-41.8pp | 78.1%-53.1pp | 68.3%-43.3pp |
| Annual return | 14.24% | 37.96%-23.7pp | 58.88%-44.6pp | 40.90%-26.7pp |
| Employer contribution / active EE | $1,061 | $2,761-61.6% | $4,305-75.4% | $2,631-59.7% |
| Participant deferral / active EE | $2,047 | $3,303-38.0% | $5,540-63.1% | $4,212-51.4% |
| Admin fee / account holder | $83,994 | $6,746+1145.2% | $14,329+486.2% | $7,344+1043.7% |