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 | $58,920 | $89,753-34.4% | $107,525-45.2% | $84,808-30.5% |
| Participation rate | 46.7% | 68.1%-21.4pp | 75.1%-28.4pp | 68.3%-21.6pp |
| Annual return | 23.00% | 29.48%-6.5pp | 181.32%-158.3pp | 40.90%-17.9pp |
| Employer contribution / active EE | $1,882 | $3,113-39.6% | $3,754-49.9% | $2,631-28.5% |
| Participant deferral / active EE | $3,504 | $4,056-13.6% | $5,116-31.5% | $4,212-16.8% |
| Admin fee / account holder | $5,018 | $7,222-30.5% | $8,919-43.7% | $7,344-31.7% |