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 | $59,096 | $65,365-9.6% | $92,893-36.4% | $72,985-19.0% |
| Participation rate | 48.1% | 68.3%-20.2pp | 76.0%-27.9pp | 69.5%-21.3pp |
| Annual return | 30.54% | 42.10%-11.6pp | 109.41%-78.9pp | 81.00%-50.5pp |
| Employer contribution / active EE | $1,750 | $2,594-32.5% | $3,653-52.1% | $2,440-28.3% |
| Participant deferral / active EE | $3,603 | $3,128+15.2% | $4,236-14.9% | $3,607-0.1% |
| Admin fee / account holder | $2,734 | $4,251-35.7% | $5,794-52.8% | $5,124-46.7% |