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 | $64,521 | $87,870-26.6% | $113,168-43.0% | $74,304-13.2% |
| Participation rate | 47.3% | 70.7%-23.5pp | 76.6%-29.3pp | 60.3%-13.1pp |
| Annual return | 16.21% | 26.44%-10.2pp | 24.27%-8.1pp | 29.43%-13.2pp |
| Employer contribution / active EE | $2,040 | $2,277-10.4% | $2,975-31.4% | $2,241-9.0% |
| Participant deferral / active EE | $3,636 | $4,241-14.3% | $5,107-28.8% | $3,767-3.5% |
| Admin fee / account holder | $3,249 | $3,368-3.5% | $12,068-73.1% | $2,969+9.4% |