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 | $57,152 | $80,717-29.2% | $154,803-63.1% | $84,808-32.6% |
| Participation rate | 56.7% | 66.8%-10.1pp | 78.1%-21.4pp | 68.3%-11.6pp |
| Annual return | 15.42% | 37.96%-22.5pp | 58.88%-43.5pp | 40.90%-25.5pp |
| Employer contribution / active EE | $1,123 | $2,761-59.3% | $4,305-73.9% | $2,631-57.3% |
| Participant deferral / active EE | $2,006 | $3,303-39.3% | $5,540-63.8% | $4,212-52.4% |
| Admin fee / account holder | $13,896 | $6,746+106.0% | $14,329-3.0% | $7,344+89.2% |