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 | $49,106 | $80,717-39.2% | $154,803-68.3% | $84,808-42.1% |
| Participation rate | 59.4% | 66.8%-7.4pp | 78.1%-18.7pp | 68.3%-8.9pp |
| Annual return | 14.51% | 37.96%-23.4pp | 58.88%-44.4pp | 40.90%-26.4pp |
| Employer contribution / active EE | $1,056 | $2,761-61.7% | $4,305-75.5% | $2,631-59.9% |
| Participant deferral / active EE | $2,198 | $3,303-33.5% | $5,540-60.3% | $4,212-47.8% |
| Admin fee / account holder | $528 | $6,746-92.2% | $14,329-96.3% | $7,344-92.8% |