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 | $53,236 | $100,923-47.3% | $150,045-64.5% | $74,304-28.4% |
| Participation rate | 32.3% | 70.1%-37.8pp | 82.3%-50.0pp | 60.3%-28.0pp |
| Annual return | 15.90% | 51.77%-35.9pp | 62.55%-46.6pp | 29.43%-13.5pp |
| Employer contribution / active EE | $1,127 | $3,463-67.5% | $4,693-76.0% | $2,241-49.7% |
| Participant deferral / active EE | $2,255 | $6,709-66.4% | $7,997-71.8% | $3,767-40.1% |
| Admin fee / account holder | $3,111 | $2,767+12.5% | $13,435-76.8% | $2,969+4.8% |