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 | $63,372 | $65,041-2.6% | $90,951-30.3% | $79,858-20.6% |
| Participation rate | 48.1% | 61.6%-13.5pp | 69.0%-20.9pp | 69.6%-21.5pp |
| Annual return | 27.73% | 30.45%-2.7pp | 134.60%-106.9pp | 31.71%-4.0pp |
| Employer contribution / active EE | $995 | $1,247-20.2% | $2,122-53.1% | $2,471-59.7% |
| Participant deferral / active EE | $1,799 | $2,512-28.4% | $3,373-46.7% | $3,740-51.9% |
| Admin fee / account holder | $2,470 | $4,536-45.6% | $5,959-58.6% | $5,306-53.5% |