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 6-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 | $70,814 | $66,098+7.1% | $101,794-30.4% | $74,304-4.7% |
| Participation rate | 45.0% | 53.8%-8.8pp | 69.2%-24.2pp | 60.3%-15.3pp |
| Annual return | 14.54% | 19.59%-5.0pp | 30.53%-16.0pp | 29.43%-14.9pp |
| Employer contribution / active EE | $595 | $1,082-45.0% | $2,289-74.0% | $2,241-73.5% |
| Participant deferral / active EE | $2,998 | $2,781+7.8% | $4,084-26.6% | $3,767-20.4% |
| Admin fee / account holder | $10,073 | $4,146+143.0% | $8,777+14.8% | $2,969+239.3% |