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 | $61,995 | $80,717-23.2% | $154,803-60.0% | $84,808-26.9% |
| Participation rate | 52.8% | 66.8%-14.0pp | 78.1%-25.3pp | 68.3%-15.5pp |
| Annual return | 24.38% | 37.96%-13.6pp | 58.88%-34.5pp | 40.90%-16.5pp |
| Employer contribution / active EE | $2,619 | $2,761-5.1% | $4,305-39.2% | $2,631-0.4% |
| Participant deferral / active EE | $4,270 | $3,303+29.3% | $5,540-22.9% | $4,212+1.4% |
| Admin fee / account holder | $457 | $6,746-93.2% | $14,329-96.8% | $7,344-93.8% |