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 | $52,823 | $107,452-50.8% | $91,541-42.3% | $142,382-62.9% |
| Participation rate | 57.1% | 75.1%-17.9pp | 69.8%-12.6pp | 80.1%-23.0pp |
| Annual return | 14.13% | 22.06%-7.9pp | 20.50%-6.4pp | 217.08%-202.9pp |
| Employer contribution / active EE | $1,808 | $2,994-39.6% | $2,505-27.8% | $4,299-57.9% |
| Participant deferral / active EE | $4,710 | $4,754-0.9% | $4,008+17.5% | $6,507-27.6% |
| Admin fee / account holder | $2,905 | $8,834-67.1% | $6,956-58.2% | $12,624-77.0% |