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 | $53,255 | $54,762-2.8% | $90,281-41.0% | $72,985-27.0% |
| Participation rate | 50.0% | 65.1%-15.1pp | 73.3%-23.3pp | 69.5%-19.5pp |
| Annual return | 24.83% | 30.63%-5.8pp | 78.10%-53.3pp | 81.00%-56.2pp |
| Employer contribution / active EE | $2,098 | $2,092+0.3% | $2,854-26.5% | $2,440-14.0% |
| Participant deferral / active EE | $4,623 | $2,887+60.1% | $3,885+19.0% | $3,607+28.1% |
| Admin fee / account holder | $1,417 | $3,972-64.3% | $5,351-73.5% | $5,124-72.3% |