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 | $61,134 | $91,190-33.0% | $178,490-65.7% | $79,858-23.4% |
| Participation rate | 53.8% | 69.2%-15.4pp | 81.9%-28.1pp | 69.6%-15.8pp |
| Annual return | 14.58% | 24.19%-9.6pp | 151.07%-136.5pp | 31.71%-17.1pp |
| Employer contribution / active EE | $1,112 | $3,256-65.8% | $5,011-77.8% | $2,471-55.0% |
| Participant deferral / active EE | $1,727 | $3,236-46.6% | $5,202-66.8% | $3,740-53.8% |
| Admin fee / account holder | $509 | $6,751-92.5% | $13,984-96.4% | $5,306-90.4% |