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 | $51,263 | $181,894-71.8% | $156,549-67.3% | $273,961-81.3% |
| Participation rate | 62.5% | 88.4%-25.9pp | 84.0%-21.5pp | 83.0%-20.5pp |
| Annual return | 4.39% | 30.74%-26.3pp | 32.23%-27.8pp | 41.45%-37.1pp |
| Employer contribution / active EE | $2,907 | $6,248-53.5% | $5,501-47.2% | $4,869-40.3% |
| Participant deferral / active EE | $3,706 | $5,550-33.2% | $4,871-23.9% | $5,287-29.9% |
| Admin fee / account holder | $5,265 | $15,559-66.2% | $13,027-59.6% | $10,132-48.0% |