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 | $49,765 | $106,515-53.3% | $96,683-48.5% | $139,434-64.3% |
| Participation rate | 55.6% | 77.8%-22.3pp | 74.3%-18.8pp | 80.3%-24.8pp |
| Annual return | 22.88% | 38.43%-15.5pp | 35.69%-12.8pp | 372.94%-350.1pp |
| Employer contribution / active EE | $1,751 | $4,103-57.3% | $3,737-53.1% | $4,751-63.1% |
| Participant deferral / active EE | $4,897 | $5,454-10.2% | $4,878+0.4% | $6,710-27.0% |
| Admin fee / account holder | $1,184 | $7,877-85.0% | $6,730-82.4% | $11,403-89.6% |