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 9-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 | $52,988 | $65,041-18.5% | $90,951-41.7% | $79,858-33.6% |
| Participation rate | 63.3% | 61.6%+1.7pp | 69.0%-5.7pp | 69.6%-6.3pp |
| Annual return | 15.89% | 30.45%-14.6pp | 134.60%-118.7pp | 31.71%-15.8pp |
| Employer contribution / active EE | $785 | $1,247-37.0% | $2,122-63.0% | $2,471-68.2% |
| Participant deferral / active EE | $2,075 | $2,512-17.4% | $3,373-38.5% | $3,740-44.5% |
| Admin fee / account holder | $1,092 | $4,536-75.9% | $5,959-81.7% | $5,306-79.4% |