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 | $63,089 | $86,929-27.4% | $102,423-38.4% | $80,856-22.0% |
| Participation rate | 58.3% | 72.4%-14.0pp | 76.5%-18.2pp | 67.6%-9.3pp |
| Annual return | 31.13% | 18.88%+12.2pp | 29.32%+1.8pp | 35.59%-4.5pp |
| Employer contribution / active EE | $1,150 | $2,369-51.5% | $3,023-62.0% | $2,755-58.2% |
| Participant deferral / active EE | $2,723 | $4,118-33.9% | $5,053-46.1% | $4,296-36.6% |
| Admin fee / account holder | $6,540 | $8,049-18.8% | $9,451-30.8% | $6,918-5.5% |