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 | $73,888 | $109,413-32.5% | $156,263-52.7% | $84,808-12.9% |
| Participation rate | 52.5% | 72.7%-20.1pp | 78.9%-26.4pp | 68.3%-15.8pp |
| Annual return | 14.70% | 20.18%-5.5pp | 59.47%-44.8pp | 40.90%-26.2pp |
| Employer contribution / active EE | $1,575 | $2,907-45.8% | $4,333-63.7% | $2,631-40.1% |
| Participant deferral / active EE | $3,416 | $4,590-25.6% | $6,158-44.5% | $4,212-18.9% |
| Admin fee / account holder | $872 | $9,357-90.7% | $14,255-93.9% | $7,344-88.1% |