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 | $51,845 | $48,076+7.8% | $78,689-34.1% | $62,891-17.6% |
| Participation rate | 40.7% | 65.2%-24.5pp | 73.6%-32.8pp | 69.3%-28.6pp |
| Annual return | 9.68% | 31.35%-21.7pp | 62.18%-52.5pp | 20.14%-10.5pp |
| Employer contribution / active EE | $1,484 | $2,015-26.4% | $2,851-48.0% | $2,281-35.0% |
| Participant deferral / active EE | $3,721 | $2,588+43.8% | $3,517+5.8% | $3,203+16.2% |
| Admin fee / account holder | $1,514 | $3,207-52.8% | $4,510-66.4% | $4,296-64.8% |