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 | $68,956 | $88,370-22.0% | $112,977-39.0% | $79,858-13.7% |
| Participation rate | 58.5% | 76.8%-18.3pp | 82.6%-24.0pp | 69.6%-11.1pp |
| Annual return | 15.39% | 23.16%-7.8pp | 24.24%-8.9pp | 31.71%-16.3pp |
| Employer contribution / active EE | $1,097 | $3,398-67.7% | $4,255-74.2% | $2,471-55.6% |
| Participant deferral / active EE | $2,665 | $4,536-41.2% | $5,836-54.3% | $3,740-28.7% |
| Admin fee / account holder | $17,445 | $5,750+203.4% | $6,294+177.2% | $5,306+228.8% |