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 | $65,275 | $74,927-12.9% | $101,794-35.9% | $84,808-23.0% |
| Participation rate | 66.7% | 61.4%+5.3pp | 69.2%-2.5pp | 68.3%-1.6pp |
| Annual return | 14.68% | 18.70%-4.0pp | 30.53%-15.8pp | 40.90%-26.2pp |
| Employer contribution / active EE | $1,786 | $1,522+17.4% | $2,289-22.0% | $2,631-32.1% |
| Participant deferral / active EE | $3,720 | $3,099+20.0% | $4,084-8.9% | $4,212-11.7% |
| Admin fee / account holder | $52,529 | $6,514+706.4% | $8,777+498.5% | $7,344+615.3% |