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 | $73,070 | $81,460-10.3% | $103,333-29.3% | $80,856-9.6% |
| Participation rate | 64.8% | 66.8%-2.0pp | 74.5%-9.7pp | 67.6%-2.8pp |
| Annual return | 13.59% | 25.55%-12.0pp | 24.88%-11.3pp | 35.59%-22.0pp |
| Employer contribution / active EE | $2,008 | $3,105-35.3% | $3,868-48.1% | $2,755-27.1% |
| Participant deferral / active EE | $2,978 | $3,869-23.0% | $5,057-41.1% | $4,296-30.7% |
| Admin fee / account holder | $629 | $6,566-90.4% | $8,355-92.5% | $6,918-90.9% |