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 | $72,445 | $72,277+0.2% | $101,248-28.4% | $79,858-9.3% |
| Participation rate | 39.4% | 68.5%-29.0pp | 75.8%-36.4pp | 69.6%-30.2pp |
| Annual return | 14.09% | 22.30%-8.2pp | 46.47%-32.4pp | 31.71%-17.6pp |
| Employer contribution / active EE | $1,196 | $2,692-55.5% | $3,660-67.3% | $2,471-51.6% |
| Participant deferral / active EE | $2,260 | $3,282-31.1% | $4,370-48.3% | $3,740-39.6% |
| Admin fee / account holder | $538 | $4,400-87.8% | $5,945-91.0% | $5,306-89.9% |