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 6-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 | $71,623 | $95,803-25.2% | $113,168-36.7% | $84,808-15.5% |
| Participation rate | 58.4% | 72.9%-14.4pp | 76.6%-18.1pp | 68.3%-9.9pp |
| Annual return | 20.20% | 25.00%-4.8pp | 24.27%-4.1pp | 40.90%-20.7pp |
| Employer contribution / active EE | $1,431 | $2,360-39.4% | $2,975-51.9% | $2,631-45.6% |
| Participant deferral / active EE | $3,871 | $4,242-8.7% | $5,107-24.2% | $4,212-8.1% |
| Admin fee / account holder | $11,091 | $8,989+23.4% | $12,068-8.1% | $7,344+51.0% |