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 | $77,350 | $81,460-5.0% | $103,333-25.1% | $80,856-4.3% |
| Participation rate | 51.6% | 66.8%-15.2pp | 74.5%-22.9pp | 67.6%-16.0pp |
| Annual return | 11.00% | 25.55%-14.5pp | 24.88%-13.9pp | 35.59%-24.6pp |
| Employer contribution / active EE | $1,489 | $3,105-52.0% | $3,868-61.5% | $2,755-45.9% |
| Participant deferral / active EE | $2,839 | $3,869-26.6% | $5,057-43.9% | $4,296-33.9% |
| Admin fee / account holder | $60,285 | $6,566+818.1% | $8,355+621.6% | $6,918+771.4% |