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 | $71,341 | $78,926-9.6% | $136,749-47.8% | $84,808-15.9% |
| Participation rate | 31.6% | 62.2%-30.6pp | 72.1%-40.6pp | 68.3%-36.7pp |
| Annual return | 19.19% | 18.17%+1.0pp | 24.33%-5.1pp | 40.90%-21.7pp |
| Employer contribution / active EE | $1,145 | $2,134-46.4% | $3,400-66.3% | $2,631-56.5% |
| Participant deferral / active EE | $2,062 | $3,168-34.9% | $4,692-56.0% | $4,212-51.0% |
| Admin fee / account holder | $1,857 | $6,369-70.9% | $11,386-83.7% | $7,344-74.7% |