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 | $69,055 | $72,277-4.5% | $101,248-31.8% | $79,858-13.5% |
| Participation rate | 40.7% | 68.5%-27.7pp | 75.8%-35.1pp | 69.6%-28.9pp |
| Annual return | 18.22% | 22.30%-4.1pp | 46.47%-28.3pp | 31.71%-13.5pp |
| Employer contribution / active EE | $1,199 | $2,692-55.5% | $3,660-67.2% | $2,471-51.5% |
| Participant deferral / active EE | $2,672 | $3,282-18.6% | $4,370-38.9% | $3,740-28.6% |
| Admin fee / account holder | $1,956 | $4,400-55.6% | $5,945-67.1% | $5,306-63.1% |