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 | $65,696 | $80,673-18.6% | $101,326-35.2% | $84,808-22.5% |
| Participation rate | 51.4% | 77.8%-26.4pp | 81.5%-30.1pp | 68.3%-16.9pp |
| Annual return | 15.78% | 38.95%-23.2pp | 36.82%-21.0pp | 40.90%-25.1pp |
| Employer contribution / active EE | $1,755 | $2,698-35.0% | $3,665-52.1% | $2,631-33.3% |
| Participant deferral / active EE | $3,281 | $6,840-52.0% | $7,994-59.0% | $4,212-22.1% |
| Admin fee / account holder | $19,889 | $12,784+55.6% | $11,185+77.8% | $7,344+170.8% |