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 | $64,508 | $65,041-0.8% | $90,951-29.1% | $79,858-19.2% |
| Participation rate | 57.6% | 61.6%-4.0pp | 69.0%-11.4pp | 69.6%-12.1pp |
| Annual return | 10.58% | 30.45%-19.9pp | 134.60%-124.0pp | 31.71%-21.1pp |
| Employer contribution / active EE | $505 | $1,247-59.5% | $2,122-76.2% | $2,471-79.6% |
| Participant deferral / active EE | $2,307 | $2,512-8.1% | $3,373-31.6% | $3,740-38.3% |
| Admin fee / account holder | $1,724 | $4,536-62.0% | $5,959-71.1% | $5,306-67.5% |