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 | $75,938 | $109,413-30.6% | $156,263-51.4% | $84,808-10.5% |
| Participation rate | 20.0% | 72.7%-52.7pp | 78.9%-58.9pp | 68.3%-48.3pp |
| Annual return | 15.30% | 20.18%-4.9pp | 59.47%-44.2pp | 40.90%-25.6pp |
| Employer contribution / active EE | $1,302 | $2,907-55.2% | $4,333-69.9% | $2,631-50.5% |
| Participant deferral / active EE | $2,395 | $4,590-47.8% | $6,158-61.1% | $4,212-43.1% |
| Admin fee / account holder | $12,515 | $9,357+33.8% | $14,255-12.2% | $7,344+70.4% |