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 | $67,658 | $107,452-37.0% | $91,541-26.1% | $142,382-52.5% |
| Participation rate | 63.6% | 75.1%-11.4pp | 69.8%-6.1pp | 80.1%-16.5pp |
| Annual return | 16.70% | 22.06%-5.4pp | 20.50%-3.8pp | 217.08%-200.4pp |
| Employer contribution / active EE | $671 | $2,994-77.6% | $2,505-73.2% | $4,299-84.4% |
| Participant deferral / active EE | $950 | $4,754-80.0% | $4,008-76.3% | $6,507-85.4% |
| Admin fee / account holder | $13,754 | $8,834+55.7% | $6,956+97.7% | $12,624+9.0% |