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 | $64,963 | $72,012-9.8% | $185,823-65.0% | $79,858-18.7% |
| Participation rate | 53.7% | 65.8%-12.1pp | 78.0%-24.3pp | 69.6%-15.9pp |
| Annual return | 15.35% | 23.12%-7.8pp | 35.95%-20.6pp | 31.71%-16.4pp |
| Employer contribution / active EE | $1,654 | $1,965-15.8% | $4,087-59.5% | $2,471-33.0% |
| Participant deferral / active EE | $3,249 | $3,779-14.0% | $5,632-42.3% | $3,740-13.1% |
| Admin fee / account holder | $1,063 | $4,513-76.4% | $9,500-88.8% | $5,306-80.0% |