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 | $53,864 | $89,753-40.0% | $107,525-49.9% | $84,808-36.5% |
| Participation rate | 52.8% | 68.1%-15.2pp | 75.1%-22.2pp | 68.3%-15.5pp |
| Annual return | 17.73% | 29.48%-11.8pp | 181.32%-163.6pp | 40.90%-23.2pp |
| Employer contribution / active EE | $3,249 | $3,113+4.3% | $3,754-13.4% | $2,631+23.5% |
| Participant deferral / active EE | $3,842 | $4,056-5.3% | $5,116-24.9% | $4,212-8.8% |
| Admin fee / account holder | $2,240 | $7,222-69.0% | $8,919-74.9% | $7,344-69.5% |