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 | $62,759 | $78,422-20.0% | $95,952-34.6% | $79,858-21.4% |
| Participation rate | 64.0% | 73.5%-9.5pp | 77.1%-13.1pp | 69.6%-5.6pp |
| Annual return | 11.76% | 19.37%-7.6pp | 91.61%-79.9pp | 31.71%-20.0pp |
| Employer contribution / active EE | $1,117 | $1,945-42.6% | $2,541-56.0% | $2,471-54.8% |
| Participant deferral / active EE | $2,423 | $3,440-29.6% | $4,167-41.9% | $3,740-35.2% |
| Admin fee / account holder | $1,510 | $5,622-73.1% | $6,795-77.8% | $5,306-71.5% |