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 | $64,780 | $86,944-25.5% | $107,525-39.8% | $74,304-12.8% |
| Participation rate | 61.3% | 59.6%+1.8pp | 75.1%-13.7pp | 60.3%+1.0pp |
| Annual return | 16.56% | 23.52%-7.0pp | 181.32%-164.8pp | 29.43%-12.9pp |
| Employer contribution / active EE | $1,526 | $2,757-44.6% | $3,754-59.3% | $2,241-31.9% |
| Participant deferral / active EE | $2,869 | $3,554-19.3% | $5,116-43.9% | $3,767-23.8% |
| Admin fee / account holder | $3,071 | $3,727-17.6% | $8,919-65.6% | $2,969+3.4% |