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 | $77,549 | $80,717-3.9% | $154,803-49.9% | $84,808-8.6% |
| Participation rate | 53.8% | 66.8%-13.0pp | 78.1%-24.2pp | 68.3%-14.5pp |
| Annual return | 14.22% | 37.96%-23.7pp | 58.88%-44.7pp | 40.90%-26.7pp |
| Employer contribution / active EE | $1,198 | $2,761-56.6% | $4,305-72.2% | $2,631-54.5% |
| Participant deferral / active EE | $2,722 | $3,303-17.6% | $5,540-50.9% | $4,212-35.4% |
| Admin fee / account holder | $6,880 | $6,746+2.0% | $14,329-52.0% | $7,344-6.3% |