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 | $69,655 | $109,413-36.3% | $156,263-55.4% | $84,808-17.9% |
| Participation rate | 63.8% | 72.7%-8.9pp | 78.9%-15.1pp | 68.3%-4.5pp |
| Annual return | 13.46% | 20.18%-6.7pp | 59.47%-46.0pp | 40.90%-27.4pp |
| Employer contribution / active EE | $1,653 | $2,907-43.1% | $4,333-61.8% | $2,631-37.2% |
| Participant deferral / active EE | $3,555 | $4,590-22.6% | $6,158-42.3% | $4,212-15.6% |
| Admin fee / account holder | $3,054 | $9,357-67.4% | $14,255-78.6% | $7,344-58.4% |