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 | $67,975 | $93,571-27.4% | $135,903-50.0% | $75,163-9.6% |
| Participation rate | 59.5% | 75.2%-15.7pp | 81.9%-22.4pp | 67.2%-7.7pp |
| Annual return | 15.26% | 30.90%-15.6pp | 68.23%-53.0pp | 160.62%-145.4pp |
| Employer contribution / active EE | $1,017 | $3,537-71.3% | $4,856-79.1% | $2,670-61.9% |
| Participant deferral / active EE | $3,283 | $6,404-48.7% | $7,758-57.7% | $4,125-20.4% |
| Admin fee / account holder | $1,048 | $6,975-85.0% | $10,762-90.3% | $5,651-81.5% |