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 | $59,303 | $80,717-26.5% | $154,803-61.7% | $84,808-30.1% |
| Participation rate | 56.0% | 66.8%-10.8pp | 78.1%-22.1pp | 68.3%-12.3pp |
| Annual return | 17.93% | 37.96%-20.0pp | 58.88%-41.0pp | 40.90%-23.0pp |
| Employer contribution / active EE | $917 | $2,761-66.8% | $4,305-78.7% | $2,631-65.2% |
| Participant deferral / active EE | $2,211 | $3,303-33.1% | $5,540-60.1% | $4,212-47.5% |
| Admin fee / account holder | $13,513 | $6,746+100.3% | $14,329-5.7% | $7,344+84.0% |