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 | $49,619 | $77,899-36.3% | $149,673-66.8% | $75,163-34.0% |
| Participation rate | 65.8% | 65.6%+0.2pp | 78.8%-12.9pp | 67.2%-1.4pp |
| Annual return | 16.63% | 31.72%-15.1pp | 134.42%-117.8pp | 160.62%-144.0pp |
| Employer contribution / active EE | $413 | $3,137-86.8% | $4,818-91.4% | $2,670-84.5% |
| Participant deferral / active EE | $3,972 | $3,411+16.5% | $5,680-30.1% | $4,125-3.7% |
| Admin fee / account holder | $1,574 | $5,956-73.6% | $13,210-88.1% | $5,651-72.1% |