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 | $56,342 | $77,634-27.4% | $156,549-64.0% | $62,891-10.4% |
| Participation rate | 56.7% | 71.2%-14.5pp | 84.0%-27.3pp | 69.3%-12.6pp |
| Annual return | 11.00% | 50.32%-39.3pp | 32.23%-21.2pp | 20.14%-9.1pp |
| Employer contribution / active EE | $2,015 | $3,444-41.5% | $5,501-63.4% | $2,281-11.7% |
| Participant deferral / active EE | $4,203 | $3,045+38.0% | $4,871-13.7% | $3,203+31.2% |
| Admin fee / account holder | $2,188 | $5,561-60.7% | $13,027-83.2% | $4,296-49.1% |