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 | $57,951 | $105,859-45.3% | $90,160-35.7% | $147,584-60.7% |
| Participation rate | 50.0% | 79.7%-29.7pp | 76.9%-26.9pp | 82.8%-32.8pp |
| Annual return | 16.14% | 37.63%-21.5pp | 34.88%-18.7pp | 578.55%-562.4pp |
| Employer contribution / active EE | $2,764 | $4,126-33.0% | $3,318-16.7% | $4,876-43.3% |
| Participant deferral / active EE | $7,008 | $5,733+22.2% | $5,288+32.5% | $5,439+28.9% |
| Admin fee / account holder | $2,800 | $8,046-65.2% | $5,943-52.9% | $10,885-74.3% |