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 | $55,974 | $81,248-31.1% | $155,509-64.0% | $80,856-30.8% |
| Participation rate | 56.4% | 66.2%-9.8pp | 78.2%-21.8pp | 67.6%-11.2pp |
| Annual return | 11.39% | 33.31%-21.9pp | 64.67%-53.3pp | 35.59%-24.2pp |
| Employer contribution / active EE | $768 | $3,100-75.2% | $4,672-83.6% | $2,755-72.1% |
| Participant deferral / active EE | $1,891 | $3,452-45.2% | $5,626-66.4% | $4,296-56.0% |
| Admin fee / account holder | $1,939 | $7,997-75.8% | $15,912-87.8% | $6,918-72.0% |