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 | $51,162 | $87,870-41.8% | $113,168-54.8% | $74,304-31.1% |
| Participation rate | 69.3% | 70.7%-1.5pp | 76.6%-7.3pp | 60.3%+8.9pp |
| Annual return | 15.25% | 26.44%-11.2pp | 24.27%-9.0pp | 29.43%-14.2pp |
| Employer contribution / active EE | $1,478 | $2,277-35.1% | $2,975-50.3% | $2,241-34.0% |
| Participant deferral / active EE | $5,840 | $4,241+37.7% | $5,107+14.4% | $3,767+55.0% |
| Admin fee / account holder | $9,492 | $3,368+181.8% | $12,068-21.3% | $2,969+219.7% |