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 | $45,859 | $54,762-16.3% | $90,281-49.2% | $72,985-37.2% |
| Participation rate | 51.5% | 65.1%-13.6pp | 73.3%-21.8pp | 69.5%-18.0pp |
| Annual return | 35.04% | 30.63%+4.4pp | 78.10%-43.1pp | 81.00%-46.0pp |
| Employer contribution / active EE | $1,373 | $2,092-34.4% | $2,854-51.9% | $2,440-43.7% |
| Participant deferral / active EE | $2,354 | $2,887-18.5% | $3,885-39.4% | $3,607-34.7% |
| Admin fee / account holder | $1,517 | $3,972-61.8% | $5,351-71.7% | $5,124-70.4% |