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 | $50,832 | $72,012-29.4% | $185,823-72.6% | $79,858-36.3% |
| Participation rate | 53.8% | 65.8%-11.9pp | 78.0%-24.2pp | 69.6%-15.8pp |
| Annual return | 18.09% | 23.12%-5.0pp | 35.95%-17.9pp | 31.71%-13.6pp |
| Employer contribution / active EE | $1,561 | $1,965-20.5% | $4,087-61.8% | $2,471-36.8% |
| Participant deferral / active EE | $3,771 | $3,779-0.2% | $5,632-33.0% | $3,740+0.8% |
| Admin fee / account holder | $1,495 | $4,513-66.9% | $9,500-84.3% | $5,306-71.8% |