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 | $60,065 | $83,477-28.0% | $125,175-52.0% | $72,985-17.7% |
| Participation rate | 64.8% | 73.3%-8.5pp | 79.8%-15.0pp | 69.5%-4.7pp |
| Annual return | 18.71% | 25.78%-7.1pp | 43.79%-25.1pp | 81.00%-62.3pp |
| Employer contribution / active EE | $2,398 | $2,345+2.2% | $3,865-38.0% | $2,440-1.7% |
| Participant deferral / active EE | $1,743 | $3,585-51.4% | $4,937-64.7% | $3,607-51.7% |
| Admin fee / account holder | $9,108 | $5,517+65.1% | $9,702-6.1% | $5,124+77.7% |