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 | $54,348 | $72,277-24.8% | $101,248-46.3% | $79,858-31.9% |
| Participation rate | 58.6% | 68.5%-9.8pp | 75.8%-17.2pp | 69.6%-11.0pp |
| Annual return | 24.08% | 22.30%+1.8pp | 46.47%-22.4pp | 31.71%-7.6pp |
| Employer contribution / active EE | $1,773 | $2,692-34.1% | $3,660-51.6% | $2,471-28.2% |
| Participant deferral / active EE | $3,263 | $3,282-0.6% | $4,370-25.3% | $3,740-12.8% |
| Admin fee / account holder | $650 | $4,400-85.2% | $5,945-89.1% | $5,306-87.7% |