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 | $67,165 | $76,050-11.7% | $96,544-30.4% | $71,457-6.0% |
| Participation rate | 49.6% | 74.4%-24.8pp | 76.0%-26.4pp | 67.9%-18.3pp |
| Annual return | 20.61% | 22.81%-2.2pp | 25.84%-5.2pp | 28.85%-8.2pp |
| Employer contribution / active EE | $986 | $2,244-56.1% | $2,965-66.7% | $2,588-61.9% |
| Participant deferral / active EE | $2,718 | $4,215-35.5% | $4,851-44.0% | $4,289-36.6% |
| Admin fee / account holder | $5,050 | $2,707+86.5% | $8,252-38.8% | $1,587+218.2% |