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 | $75,093 | $87,013-13.7% | $106,213-29.3% | $80,856-7.1% |
| Participation rate | 40.6% | 70.4%-29.8pp | 75.3%-34.7pp | 67.6%-27.0pp |
| Annual return | 13.52% | 17.05%-3.5pp | 116.14%-102.6pp | 35.59%-22.1pp |
| Employer contribution / active EE | $1,808 | $2,395-24.5% | $3,171-43.0% | $2,755-34.4% |
| Participant deferral / active EE | $4,288 | $3,986+7.6% | $5,016-14.5% | $4,296-0.2% |
| Admin fee / account holder | $2,068 | $8,431-75.5% | $11,033-81.3% | $6,918-70.1% |