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 | $69,873 | $56,053+24.7% | $75,972-8.0% | $80,856-13.6% |
| Participation rate | 30.0% | 62.0%-32.0pp | 69.1%-39.1pp | 67.6%-37.6pp |
| Annual return | 13.32% | 20.53%-7.2pp | 359.55%-346.2pp | 35.59%-22.3pp |
| Employer contribution / active EE | $1,779 | $1,874-5.1% | $2,685-33.7% | $2,755-35.4% |
| Participant deferral / active EE | $2,749 | $3,052-9.9% | $4,255-35.4% | $4,296-36.0% |
| Admin fee / account holder | $4,346 | $5,234-17.0% | $6,467-32.8% | $6,918-37.2% |