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 | $68,043 | $101,724-33.1% | $164,813-58.7% | $80,856-15.8% |
| Participation rate | 57.5% | 71.8%-14.3pp | 78.6%-21.1pp | 67.6%-10.1pp |
| Annual return | 15.17% | 16.72%-1.5pp | 69.93%-54.8pp | 35.59%-20.4pp |
| Employer contribution / active EE | $1,656 | $2,953-43.9% | $4,341-61.8% | $2,755-39.9% |
| Participant deferral / active EE | $3,197 | $4,477-28.6% | $6,031-47.0% | $4,296-25.6% |
| Admin fee / account holder | $12,609 | $8,227+53.3% | $12,690-0.6% | $6,918+82.3% |