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 6-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 | $69,649 | $58,512+19.0% | $84,015-17.1% | $72,985-4.6% |
| Participation rate | 47.6% | 61.2%-13.6pp | 69.0%-21.4pp | 69.5%-21.9pp |
| Annual return | 21.39% | 28.93%-7.5pp | 71.31%-49.9pp | 81.00%-59.6pp |
| Employer contribution / active EE | $1,114 | $1,163-4.2% | $1,983-43.8% | $2,440-54.3% |
| Participant deferral / active EE | $2,190 | $2,394-8.5% | $3,239-32.4% | $3,607-39.3% |
| Admin fee / account holder | $7,592 | $4,569+66.2% | $6,101+24.5% | $5,124+48.2% |