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 | $63,076 | $138,347-54.4% | $184,203-65.8% | $80,856-22.0% |
| Participation rate | 35.3% | 83.9%-48.6pp | 86.8%-51.5pp | 67.6%-32.3pp |
| Annual return | 16.65% | 20.02%-3.4pp | 28.81%-12.2pp | 35.59%-18.9pp |
| Employer contribution / active EE | $1,647 | $4,850-66.1% | $6,427-74.4% | $2,755-40.2% |
| Participant deferral / active EE | $3,394 | $7,071-52.0% | $9,131-62.8% | $4,296-21.0% |
| Admin fee / account holder | $2,149 | $10,483-79.5% | $13,901-84.5% | $6,918-68.9% |