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 | $67,588 | $89,753-24.7% | $107,525-37.1% | $84,808-20.3% |
| Participation rate | 40.6% | 68.1%-27.4pp | 75.1%-34.4pp | 68.3%-27.7pp |
| Annual return | 17.83% | 29.48%-11.6pp | 181.32%-163.5pp | 40.90%-23.1pp |
| Employer contribution / active EE | $1,831 | $3,113-41.2% | $3,754-51.2% | $2,631-30.4% |
| Participant deferral / active EE | $3,139 | $4,056-22.6% | $5,116-38.6% | $4,212-25.5% |
| Admin fee / account holder | $2,053 | $7,222-71.6% | $8,919-77.0% | $7,344-72.1% |