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 | $62,165 | $109,881-43.4% | $150,045-58.6% | $84,808-26.7% |
| Participation rate | 37.8% | 76.1%-38.3pp | 82.3%-44.5pp | 68.3%-30.5pp |
| Annual return | 15.02% | 28.25%-13.2pp | 62.55%-47.5pp | 40.90%-25.9pp |
| Employer contribution / active EE | $1,176 | $3,561-67.0% | $4,693-74.9% | $2,631-55.3% |
| Participant deferral / active EE | $2,758 | $6,636-58.4% | $7,997-65.5% | $4,212-34.5% |
| Admin fee / account holder | $16,361 | $8,568+91.0% | $13,435+21.8% | $7,344+122.8% |