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 | $65,338 | $66,098-1.1% | $101,794-35.8% | $74,304-12.1% |
| Participation rate | 43.1% | 53.8%-10.6pp | 69.2%-26.0pp | 60.3%-17.2pp |
| Annual return | 21.45% | 19.59%+1.9pp | 30.53%-9.1pp | 29.43%-8.0pp |
| Employer contribution / active EE | $1,186 | $1,082+9.7% | $2,289-48.2% | $2,241-47.1% |
| Participant deferral / active EE | $1,954 | $2,781-29.8% | $4,084-52.2% | $3,767-48.1% |
| Admin fee / account holder | $8,791 | $4,146+112.0% | $8,777+0.2% | $2,969+196.1% |