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 | $57,338 | $114,381-49.9% | $107,525-46.7% | $142,382-59.7% |
| Participation rate | 56.5% | 78.1%-21.6pp | 75.1%-18.6pp | 80.1%-23.6pp |
| Annual return | 13.63% | 242.71%-229.1pp | 181.32%-167.7pp | 217.08%-203.5pp |
| Employer contribution / active EE | $1,881 | $4,015-53.1% | $3,754-49.9% | $4,299-56.2% |
| Participant deferral / active EE | $4,140 | $5,564-25.6% | $5,116-19.1% | $6,507-36.4% |
| Admin fee / account holder | $3,085 | $9,860-68.7% | $8,919-65.4% | $12,624-75.6% |