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 | $63,830 | $91,190-30.0% | $178,490-64.2% | $79,858-20.1% |
| Participation rate | 52.0% | 69.2%-17.2pp | 81.9%-29.9pp | 69.6%-17.6pp |
| Annual return | 14.91% | 24.19%-9.3pp | 151.07%-136.2pp | 31.71%-16.8pp |
| Employer contribution / active EE | $2,121 | $3,256-34.8% | $5,011-57.7% | $2,471-14.1% |
| Participant deferral / active EE | $4,812 | $3,236+48.7% | $5,202-7.5% | $3,740+28.7% |
| Admin fee / account holder | $424 | $6,751-93.7% | $13,984-97.0% | $5,306-92.0% |