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 | $69,380 | $64,480+7.6% | $81,382-14.7% | $80,856-14.2% |
| Participation rate | 50.0% | 63.9%-13.9pp | 69.5%-19.5pp | 67.6%-17.6pp |
| Annual return | 16.09% | 16.34%-0.3pp | 24.73%-8.6pp | 35.59%-19.5pp |
| Employer contribution / active EE | $1,072 | $1,978-45.8% | $2,463-56.5% | $2,755-61.1% |
| Participant deferral / active EE | $2,621 | $3,094-15.3% | $3,883-32.5% | $4,296-39.0% |
| Admin fee / account holder | $1,392 | $5,671-75.5% | $5,768-75.9% | $6,918-79.9% |