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 | $74,355 | $83,477-10.9% | $125,175-40.6% | $72,985+1.9% |
| Participation rate | 64.0% | 73.3%-9.3pp | 79.8%-15.8pp | 69.5%-5.5pp |
| Annual return | 16.97% | 25.78%-8.8pp | 43.79%-26.8pp | 81.00%-64.0pp |
| Employer contribution / active EE | $1,125 | $2,345-52.0% | $3,865-70.9% | $2,440-53.9% |
| Participant deferral / active EE | $3,426 | $3,585-4.5% | $4,937-30.6% | $3,607-5.0% |
| Admin fee / account holder | $10,154 | $5,517+84.0% | $9,702+4.7% | $5,124+98.2% |