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 | $74,191 | $109,881-32.5% | $150,045-50.6% | $84,808-12.5% |
| Participation rate | 37.8% | 76.1%-38.2pp | 82.3%-44.5pp | 68.3%-30.5pp |
| Annual return | 14.34% | 28.25%-13.9pp | 62.55%-48.2pp | 40.90%-26.6pp |
| Employer contribution / active EE | $1,329 | $3,561-62.7% | $4,693-71.7% | $2,631-49.5% |
| Participant deferral / active EE | $2,608 | $6,636-60.7% | $7,997-67.4% | $4,212-38.1% |
| Admin fee / account holder | $1,921 | $8,568-77.6% | $13,435-85.7% | $7,344-73.8% |