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 | $57,847 | $88,634-34.7% | $101,326-42.9% | $74,304-22.1% |
| Participation rate | 69.9% | 76.9%-6.9pp | 81.5%-11.6pp | 60.3%+9.6pp |
| Annual return | 66.22% | 33.10%+33.1pp | 36.82%+29.4pp | 29.43%+36.8pp |
| Employer contribution / active EE | $1,240 | $2,930-57.7% | $3,665-66.2% | $2,241-44.7% |
| Participant deferral / active EE | $4,228 | $7,322-42.3% | $7,994-47.1% | $3,767+12.2% |
| Admin fee / account holder | $7,369 | $2,425+203.8% | $11,185-34.1% | $2,969+148.2% |