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 | $74,814 | $107,452-30.4% | $91,541-18.3% | $142,382-47.5% |
| Participation rate | 66.7% | 75.1%-8.4pp | 69.8%-3.1pp | 80.1%-13.5pp |
| Annual return | 12.10% | 22.06%-10.0pp | 20.50%-8.4pp | 217.08%-205.0pp |
| Employer contribution / active EE | $1,172 | $2,994-60.9% | $2,505-53.2% | $4,299-72.8% |
| Participant deferral / active EE | $1,625 | $4,754-65.8% | $4,008-59.5% | $6,507-75.0% |
| Admin fee / account holder | $1,687 | $8,834-80.9% | $6,956-75.8% | $12,624-86.6% |