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 | $66,306 | $80,968-18.1% | $96,544-31.3% | $75,163-11.8% |
| Participation rate | 54.9% | 71.8%-16.8pp | 76.0%-21.0pp | 67.2%-12.3pp |
| Annual return | 14.86% | 27.06%-12.2pp | 25.84%-11.0pp | 160.62%-145.8pp |
| Employer contribution / active EE | $805 | $2,282-64.7% | $2,965-72.8% | $2,670-69.8% |
| Participant deferral / active EE | $2,194 | $3,928-44.1% | $4,851-54.8% | $4,125-46.8% |
| Admin fee / account holder | $14,384 | $6,724+113.9% | $8,252+74.3% | $5,651+154.5% |