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 5-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 | $57,926 | $71,050-18.5% | $93,606-38.1% | $80,856-28.4% |
| Participation rate | 52.0% | 60.4%-8.4pp | 68.7%-16.7pp | 67.6%-15.6pp |
| Annual return | 12.03% | 11.26%+0.8pp | 133.20%-121.2pp | 35.59%-23.6pp |
| Employer contribution / active EE | $2,133 | $1,564+36.4% | $2,420-11.9% | $2,755-22.6% |
| Participant deferral / active EE | $2,979 | $4,034-26.1% | $4,411-32.5% | $4,296-30.7% |
| Admin fee / account holder | $1,537 | $6,945-77.9% | $8,285-81.4% | $6,918-77.8% |