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 | $50,710 | $57,016-11.1% | $84,966-40.3% | $80,856-37.3% |
| Participation rate | 57.1% | 56.3%+0.8pp | 67.5%-10.4pp | 67.6%-10.5pp |
| Annual return | 13.29% | 21.66%-8.4pp | 66.38%-53.1pp | 35.59%-22.3pp |
| Employer contribution / active EE | $1,836 | $1,798+2.1% | $2,727-32.7% | $2,755-33.4% |
| Participant deferral / active EE | $3,046 | $3,110-2.1% | $4,519-32.6% | $4,296-29.1% |
| Admin fee / account holder | $2,072 | $4,980-58.4% | $6,149-66.3% | $6,918-70.0% |