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 | $84,454 | $118,450-28.7% | $98,439-14.2% | $139,434-39.4% |
| Participation rate | 50.0% | 77.4%-27.4pp | 75.2%-25.2pp | 80.3%-30.3pp |
| Annual return | 15.70% | 18.94%-3.2pp | 21.16%-5.5pp | 372.94%-357.2pp |
| Employer contribution / active EE | $923 | $3,609-74.4% | $3,048-69.7% | $4,751-80.6% |
| Participant deferral / active EE | $4,247 | $5,392-21.2% | $4,738-10.4% | $6,710-36.7% |
| Admin fee / account holder | $1,498 | $14,026-89.3% | $8,948-83.3% | $11,403-86.9% |