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 | $54,866 | $73,933-25.8% | $96,683-43.3% | $75,163-27.0% |
| Participation rate | 57.8% | 66.4%-8.6pp | 74.3%-16.6pp | 67.2%-9.4pp |
| Annual return | 14.71% | 26.70%-12.0pp | 35.69%-21.0pp | 160.62%-145.9pp |
| Employer contribution / active EE | $1,614 | $2,928-44.9% | $3,737-56.8% | $2,670-39.5% |
| Participant deferral / active EE | $3,682 | $3,659+0.6% | $4,878-24.5% | $4,125-10.7% |
| Admin fee / account holder | $5,728 | $5,216+9.8% | $6,730-14.9% | $5,651+1.4% |