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 | $66,520 | $72,012-7.6% | $185,823-64.2% | $79,858-16.7% |
| Participation rate | 52.9% | 65.8%-12.8pp | 78.0%-25.1pp | 69.6%-16.7pp |
| Annual return | 15.32% | 23.12%-7.8pp | 35.95%-20.6pp | 31.71%-16.4pp |
| Employer contribution / active EE | $827 | $1,965-57.9% | $4,087-79.8% | $2,471-66.5% |
| Participant deferral / active EE | $2,556 | $3,779-32.4% | $5,632-54.6% | $3,740-31.7% |
| Admin fee / account holder | $987 | $4,513-78.1% | $9,500-89.6% | $5,306-81.4% |