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 | $69,164 | $83,477-17.1% | $125,175-44.7% | $72,985-5.2% |
| Participation rate | 54.8% | 73.3%-18.5pp | 79.8%-24.9pp | 69.5%-14.6pp |
| Annual return | 18.00% | 25.78%-7.8pp | 43.79%-25.8pp | 81.00%-63.0pp |
| Employer contribution / active EE | $1,884 | $2,345-19.7% | $3,865-51.3% | $2,440-22.8% |
| Participant deferral / active EE | $4,229 | $3,585+18.0% | $4,937-14.3% | $3,607+17.2% |
| Admin fee / account holder | $4,267 | $5,517-22.7% | $9,702-56.0% | $5,124-16.7% |