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 | $48,240 | $53,127-9.2% | $86,590-44.3% | $70,131-31.2% |
| Participation rate | 59.0% | 65.3%-6.3pp | 73.5%-14.6pp | 69.5%-10.6pp |
| Annual return | 13.55% | 27.66%-14.1pp | 964.84%-951.3pp | 73.14%-59.6pp |
| Employer contribution / active EE | $1,554 | $2,068-24.9% | $2,839-45.3% | $2,342-33.7% |
| Participant deferral / active EE | $2,391 | $2,696-11.3% | $3,609-33.8% | $3,332-28.2% |
| Admin fee / account holder | $4,047 | $3,585+12.9% | $4,906-17.5% | $4,645-12.9% |