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 | $57,805 | $77,899-25.8% | $149,673-61.4% | $75,163-23.1% |
| Participation rate | 57.5% | 65.6%-8.1pp | 78.8%-21.3pp | 67.2%-9.7pp |
| Annual return | 19.24% | 31.72%-12.5pp | 134.42%-115.2pp | 160.62%-141.4pp |
| Employer contribution / active EE | $1,432 | $3,137-54.3% | $4,818-70.3% | $2,670-46.4% |
| Participant deferral / active EE | $2,951 | $3,411-13.5% | $5,680-48.1% | $4,125-28.5% |
| Admin fee / account holder | $7,352 | $5,956+23.4% | $13,210-44.3% | $5,651+30.1% |