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 | $70,472 | $87,870-19.8% | $113,168-37.7% | $74,304-5.2% |
| Participation rate | 48.4% | 70.7%-22.3pp | 76.6%-28.2pp | 60.3%-11.9pp |
| Annual return | 16.45% | 26.44%-10.0pp | 24.27%-7.8pp | 29.43%-13.0pp |
| Employer contribution / active EE | $755 | $2,277-66.9% | $2,975-74.6% | $2,241-66.3% |
| Participant deferral / active EE | $2,980 | $4,241-29.7% | $5,107-41.6% | $3,767-20.9% |
| Admin fee / account holder | $5,039 | $3,368+49.6% | $12,068-58.2% | $2,969+69.7% |