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 | $54,664 | $81,248-32.7% | $155,509-64.8% | $80,856-32.4% |
| Participation rate | 67.7% | 66.2%+1.5pp | 78.2%-10.5pp | 67.6%+0.1pp |
| Annual return | 10.97% | 33.31%-22.3pp | 64.67%-53.7pp | 35.59%-24.6pp |
| Employer contribution / active EE | $1,242 | $3,100-60.0% | $4,672-73.4% | $2,755-54.9% |
| Participant deferral / active EE | $3,366 | $3,452-2.5% | $5,626-40.2% | $4,296-21.6% |
| Admin fee / account holder | $4,041 | $7,997-49.5% | $15,912-74.6% | $6,918-41.6% |