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 | $62,327 | $89,753-30.6% | $107,525-42.0% | $84,808-26.5% |
| Participation rate | 37.2% | 68.1%-30.9pp | 75.1%-37.9pp | 68.3%-31.1pp |
| Annual return | 14.73% | 29.48%-14.7pp | 181.32%-166.6pp | 40.90%-26.2pp |
| Employer contribution / active EE | $1,468 | $3,113-52.8% | $3,754-60.9% | $2,631-44.2% |
| Participant deferral / active EE | $3,137 | $4,056-22.7% | $5,116-38.7% | $4,212-25.5% |
| Admin fee / account holder | $62,694 | $7,222+768.1% | $8,919+603.0% | $7,344+753.7% |