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 | $51,973 | $84,556-38.5% | $116,228-55.3% | $74,304-30.1% |
| Participation rate | 30.0% | 66.0%-36.0pp | 74.6%-44.6pp | 60.3%-30.3pp |
| Annual return | 17.44% | 18.35%-0.9pp | 90.06%-72.6pp | 29.43%-12.0pp |
| Employer contribution / active EE | $1,131 | $2,168-47.8% | $2,994-62.2% | $2,241-49.6% |
| Participant deferral / active EE | $2,587 | $3,814-32.2% | $4,953-47.8% | $3,767-31.3% |
| Admin fee / account holder | $857 | $3,792-77.4% | $11,989-92.9% | $2,969-71.1% |