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 | $75,533 | $95,803-21.2% | $113,168-33.3% | $84,808-10.9% |
| Participation rate | 34.9% | 72.9%-37.9pp | 76.6%-41.6pp | 68.3%-33.4pp |
| Annual return | 15.76% | 25.00%-9.2pp | 24.27%-8.5pp | 40.90%-25.1pp |
| Employer contribution / active EE | $1,055 | $2,360-55.3% | $2,975-64.5% | $2,631-59.9% |
| Participant deferral / active EE | $2,065 | $4,242-51.3% | $5,107-59.6% | $4,212-51.0% |
| Admin fee / account holder | $1,153 | $8,989-87.2% | $12,068-90.4% | $7,344-84.3% |