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 | $68,875 | $81,460-15.4% | $103,333-33.3% | $80,856-14.8% |
| Participation rate | 53.2% | 66.8%-13.7pp | 74.5%-21.3pp | 67.6%-14.4pp |
| Annual return | 15.24% | 25.55%-10.3pp | 24.88%-9.6pp | 35.59%-20.4pp |
| Employer contribution / active EE | $1,318 | $3,105-57.6% | $3,868-65.9% | $2,755-52.2% |
| Participant deferral / active EE | $3,008 | $3,869-22.2% | $5,057-40.5% | $4,296-30.0% |
| Admin fee / account holder | $3,369 | $6,566-48.7% | $8,355-59.7% | $6,918-51.3% |