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 | $54,040 | $91,190-40.7% | $178,490-69.7% | $79,858-32.3% |
| Participation rate | 63.0% | 69.2%-6.2pp | 81.9%-19.0pp | 69.6%-6.7pp |
| Annual return | 20.07% | 24.19%-4.1pp | 151.07%-131.0pp | 31.71%-11.6pp |
| Employer contribution / active EE | $2,121 | $3,256-34.9% | $5,011-57.7% | $2,471-14.2% |
| Participant deferral / active EE | $3,967 | $3,236+22.6% | $5,202-23.7% | $3,740+6.1% |
| Admin fee / account holder | $1,045 | $6,751-84.5% | $13,984-92.5% | $5,306-80.3% |