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 | $71,854 | $81,460-11.8% | $103,333-30.5% | $80,856-11.1% |
| Participation rate | 56.5% | 66.8%-10.3pp | 74.5%-18.0pp | 67.6%-11.1pp |
| Annual return | 11.87% | 25.55%-13.7pp | 24.88%-13.0pp | 35.59%-23.7pp |
| Employer contribution / active EE | $2,286 | $3,105-26.4% | $3,868-40.9% | $2,755-17.0% |
| Participant deferral / active EE | $5,531 | $3,869+43.0% | $5,057+9.4% | $4,296+28.8% |
| Admin fee / account holder | $1,126 | $6,566-82.9% | $8,355-86.5% | $6,918-83.7% |