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 | $80,285 | $94,625-15.2% | $116,228-30.9% | $84,808-5.3% |
| Participation rate | 53.7% | 70.4%-16.7pp | 74.6%-20.8pp | 68.3%-14.6pp |
| Annual return | 15.83% | 20.40%-4.6pp | 90.06%-74.2pp | 40.90%-25.1pp |
| Employer contribution / active EE | $1,136 | $2,347-51.6% | $2,994-62.0% | $2,631-56.8% |
| Participant deferral / active EE | $2,441 | $3,972-38.6% | $4,953-50.7% | $4,212-42.0% |
| Admin fee / account holder | $2,341 | $10,091-76.8% | $11,989-80.5% | $7,344-68.1% |