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 | $52,179 | $80,717-35.4% | $154,803-66.3% | $84,808-38.5% |
| Participation rate | 50.0% | 66.8%-16.8pp | 78.1%-28.1pp | 68.3%-18.3pp |
| Annual return | 13.61% | 37.96%-24.3pp | 58.88%-45.3pp | 40.90%-27.3pp |
| Employer contribution / active EE | $1,574 | $2,761-43.0% | $4,305-63.4% | $2,631-40.2% |
| Participant deferral / active EE | $3,311 | $3,303+0.2% | $5,540-40.2% | $4,212-21.4% |
| Admin fee / account holder | $14,830 | $6,746+119.8% | $14,329+3.5% | $7,344+101.9% |