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 | $72,572 | $81,460-10.9% | $103,333-29.8% | $80,856-10.2% |
| Participation rate | 55.9% | 66.8%-11.0pp | 74.5%-18.6pp | 67.6%-11.8pp |
| Annual return | 46.54% | 25.55%+21.0pp | 24.88%+21.7pp | 35.59%+10.9pp |
| Employer contribution / active EE | $915 | $3,105-70.5% | $3,868-76.3% | $2,755-66.8% |
| Participant deferral / active EE | $4,258 | $3,869+10.1% | $5,057-15.8% | $4,296-0.9% |
| Admin fee / account holder | $9,054 | $6,566+37.9% | $8,355+8.4% | $6,918+30.9% |