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 | $84,283 | $95,803-12.0% | $113,168-25.5% | $84,808-0.6% |
| Participation rate | 37.2% | 72.9%-35.6pp | 76.6%-39.3pp | 68.3%-31.1pp |
| Annual return | 17.82% | 25.00%-7.2pp | 24.27%-6.4pp | 40.90%-23.1pp |
| Employer contribution / active EE | $1,162 | $2,360-50.8% | $2,975-60.9% | $2,631-55.8% |
| Participant deferral / active EE | $2,044 | $4,242-51.8% | $5,107-60.0% | $4,212-51.5% |
| Admin fee / account holder | $4,922 | $8,989-45.2% | $12,068-59.2% | $7,344-33.0% |