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 | $71,773 | $95,803-25.1% | $113,168-36.6% | $84,808-15.4% |
| Participation rate | 58.6% | 72.9%-14.2pp | 76.6%-17.9pp | 68.3%-9.7pp |
| Annual return | 12.98% | 25.00%-12.0pp | 24.27%-11.3pp | 40.90%-27.9pp |
| Employer contribution / active EE | $1,853 | $2,360-21.5% | $2,975-37.7% | $2,631-29.6% |
| Participant deferral / active EE | $2,996 | $4,242-29.4% | $5,107-41.3% | $4,212-28.9% |
| Admin fee / account holder | $25,686 | $8,989+185.8% | $12,068+112.9% | $7,344+249.8% |