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 | $63,826 | $89,355-28.6% | $141,162-54.8% | $72,985-12.5% |
| Participation rate | 68.0% | 75.1%-7.1pp | 82.5%-14.5pp | 69.5%-1.5pp |
| Annual return | 23.33% | 111.85%-88.5pp | 71.39%-48.1pp | 81.00%-57.7pp |
| Employer contribution / active EE | $2,090 | $3,114-32.9% | $4,735-55.9% | $2,440-14.3% |
| Participant deferral / active EE | $5,325 | $5,418-1.7% | $6,709-20.6% | $3,607+47.6% |
| Admin fee / account holder | $8,136 | $5,958+36.5% | $10,261-20.7% | $5,124+58.8% |