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 | $51,975 | $81,460-36.2% | $103,333-49.7% | $80,856-35.7% |
| Participation rate | 51.2% | 66.8%-15.7pp | 74.5%-23.3pp | 67.6%-16.5pp |
| Annual return | 14.32% | 25.55%-11.2pp | 24.88%-10.6pp | 35.59%-21.3pp |
| Employer contribution / active EE | $896 | $3,105-71.1% | $3,868-76.8% | $2,755-67.5% |
| Participant deferral / active EE | $6,218 | $3,869+60.7% | $5,057+22.9% | $4,296+44.7% |
| Admin fee / account holder | $8,710 | $6,566+32.6% | $8,355+4.3% | $6,918+25.9% |