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 | $63,636 | $81,248-21.7% | $155,509-59.1% | $80,856-21.3% |
| Participation rate | 44.8% | 66.2%-21.4pp | 78.2%-33.4pp | 67.6%-22.8pp |
| Annual return | 14.89% | 33.31%-18.4pp | 64.67%-49.8pp | 35.59%-20.7pp |
| Employer contribution / active EE | $1,062 | $3,100-65.8% | $4,672-77.3% | $2,755-61.5% |
| Participant deferral / active EE | $2,240 | $3,452-35.1% | $5,626-60.2% | $4,296-47.9% |
| Admin fee / account holder | $1,442 | $7,997-82.0% | $15,912-90.9% | $6,918-79.2% |