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 | $64,355 | $92,985-30.8% | $153,485-58.1% | $80,856-20.4% |
| Participation rate | 50.0% | 69.0%-19.0pp | 77.1%-27.1pp | 67.6%-17.6pp |
| Annual return | 10.89% | 19.95%-9.1pp | 15.65%-4.8pp | 35.59%-24.7pp |
| Employer contribution / active EE | $1,163 | $3,507-66.8% | $5,039-76.9% | $2,755-57.8% |
| Participant deferral / active EE | $2,905 | $5,178-43.9% | $6,757-57.0% | $4,296-32.4% |
| Admin fee / account holder | $34,838 | $8,880+292.3% | $12,724+173.8% | $6,918+403.6% |