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 | $67,382 | $101,724-33.8% | $164,813-59.1% | $80,856-16.7% |
| Participation rate | 52.9% | 71.8%-18.9pp | 78.6%-25.7pp | 67.6%-14.7pp |
| Annual return | 19.92% | 16.72%+3.2pp | 69.93%-50.0pp | 35.59%-15.7pp |
| Employer contribution / active EE | $1,329 | $2,953-55.0% | $4,341-69.4% | $2,755-51.8% |
| Participant deferral / active EE | $3,532 | $4,477-21.1% | $6,031-41.4% | $4,296-17.8% |
| Admin fee / account holder | $1,706 | $8,227-79.3% | $12,690-86.6% | $6,918-75.3% |