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 | $61,887 | $77,314-20.0% | $177,989-65.2% | $80,856-23.5% |
| Participation rate | 45.7% | 65.7%-20.0pp | 77.1%-31.4pp | 67.6%-21.9pp |
| Annual return | 14.44% | 18.09%-3.6pp | 294.48%-280.0pp | 35.59%-21.2pp |
| Employer contribution / active EE | $1,818 | $2,292-20.7% | $3,949-54.0% | $2,755-34.0% |
| Participant deferral / active EE | $3,428 | $4,411-22.3% | $6,276-45.4% | $4,296-20.2% |
| Admin fee / account holder | $9,494 | $7,191+32.0% | $10,363-8.4% | $6,918+37.2% |