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 | $59,868 | $73,933-19.0% | $96,683-38.1% | $75,163-20.3% |
| Participation rate | 46.2% | 66.4%-20.3pp | 74.3%-28.2pp | 67.2%-21.0pp |
| Annual return | 16.70% | 26.70%-10.0pp | 35.69%-19.0pp | 160.62%-143.9pp |
| Employer contribution / active EE | $1,226 | $2,928-58.1% | $3,737-67.2% | $2,670-54.1% |
| Participant deferral / active EE | $2,098 | $3,659-42.7% | $4,878-57.0% | $4,125-49.1% |
| Admin fee / account holder | $7,964 | $5,216+52.7% | $6,730+18.3% | $5,651+40.9% |