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 8-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 | $45,065 | $54,762-17.7% | $90,281-50.1% | $72,985-38.3% |
| Participation rate | 54.5% | 65.1%-10.6pp | 73.3%-18.7pp | 69.5%-14.9pp |
| Annual return | 62.70% | 30.63%+32.1pp | 78.10%-15.4pp | 81.00%-18.3pp |
| Employer contribution / active EE | $826 | $2,092-60.5% | $2,854-71.1% | $2,440-66.2% |
| Participant deferral / active EE | $2,189 | $2,887-24.2% | $3,885-43.7% | $3,607-39.3% |
| Admin fee / account holder | $1,734 | $3,972-56.3% | $5,351-67.6% | $5,124-66.2% |