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 | $66,136 | $81,460-18.8% | $103,333-36.0% | $80,856-18.2% |
| Participation rate | 41.2% | 66.8%-25.7pp | 74.5%-33.3pp | 67.6%-26.5pp |
| Annual return | 11.10% | 25.55%-14.4pp | 24.88%-13.8pp | 35.59%-24.5pp |
| Employer contribution / active EE | $1,527 | $3,105-50.8% | $3,868-60.5% | $2,755-44.6% |
| Participant deferral / active EE | $3,123 | $3,869-19.3% | $5,057-38.3% | $4,296-27.3% |
| Admin fee / account holder | $17,944 | $6,566+173.3% | $8,355+114.8% | $6,918+159.4% |