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 | $60,227 | $149,679-59.8% | $117,039-48.5% | $147,584-59.2% |
| Participation rate | 52.9% | 83.5%-30.5pp | 77.2%-24.2pp | 82.8%-29.9pp |
| Annual return | 17.52% | 19.31%-1.8pp | 18.95%-1.4pp | 578.55%-561.0pp |
| Employer contribution / active EE | $1,277 | $4,937-74.1% | $3,785-66.3% | $4,876-73.8% |
| Participant deferral / active EE | $4,471 | $4,912-9.0% | $3,929+13.8% | $5,439-17.8% |
| Admin fee / account holder | $1,987 | $7,856-74.7% | $5,974-66.7% | $10,885-81.7% |