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 | $59,758 | $60,349-1.0% | $74,183-19.4% | $62,891-5.0% |
| Participation rate | 51.0% | 72.7%-21.7pp | 76.6%-25.6pp | 69.3%-18.3pp |
| Annual return | 6.25% | 21.37%-15.1pp | 17.74%-11.5pp | 20.14%-13.9pp |
| Employer contribution / active EE | $1,183 | $1,680-29.6% | $2,370-50.1% | $2,281-48.1% |
| Participant deferral / active EE | $2,039 | $2,856-28.6% | $3,550-42.5% | $3,203-36.3% |
| Admin fee / account holder | $715 | $4,261-83.2% | $5,586-87.2% | $4,296-83.4% |