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 | $79,767 | $95,803-16.7% | $113,168-29.5% | $84,808-5.9% |
| Participation rate | 48.5% | 72.9%-24.4pp | 76.6%-28.1pp | 68.3%-19.8pp |
| Annual return | 17.55% | 25.00%-7.5pp | 24.27%-6.7pp | 40.90%-23.3pp |
| Employer contribution / active EE | $1,175 | $2,360-50.2% | $2,975-60.5% | $2,631-55.3% |
| Participant deferral / active EE | $2,663 | $4,242-37.2% | $5,107-47.8% | $4,212-36.8% |
| Admin fee / account holder | $607 | $8,989-93.2% | $12,068-95.0% | $7,344-91.7% |