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 | $52,455 | $74,927-30.0% | $101,794-48.5% | $84,808-38.1% |
| Participation rate | 67.7% | 61.4%+6.3pp | 69.2%-1.5pp | 68.3%-0.6pp |
| Annual return | 14.13% | 18.70%-4.6pp | 30.53%-16.4pp | 40.90%-26.8pp |
| Employer contribution / active EE | $0 | $1,522-100.0% | $2,289-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $4,646 | $3,099+49.9% | $4,084+13.8% | $4,212+10.3% |
| Admin fee / account holder | $1,480 | $6,514-77.3% | $8,777-83.1% | $7,344-79.9% |