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 | $64,099 | $95,803-33.1% | $113,168-43.4% | $84,808-24.4% |
| Participation rate | 67.2% | 72.9%-5.6pp | 76.6%-9.3pp | 68.3%-1.1pp |
| Annual return | 12.31% | 25.00%-12.7pp | 24.27%-12.0pp | 40.90%-28.6pp |
| Employer contribution / active EE | $980 | $2,360-58.5% | $2,975-67.1% | $2,631-62.8% |
| Participant deferral / active EE | $2,539 | $4,242-40.2% | $5,107-50.3% | $4,212-39.7% |
| Admin fee / account holder | $12,290 | $8,989+36.7% | $12,068+1.8% | $7,344+67.3% |