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 | $53,700 | $106,584-49.6% | $101,326-47.0% | $142,382-62.3% |
| Participation rate | 54.5% | 82.7%-28.1pp | 81.5%-27.0pp | 80.1%-25.6pp |
| Annual return | 16.40% | 36.93%-20.5pp | 36.82%-20.4pp | 217.08%-200.7pp |
| Employer contribution / active EE | $1,241 | $3,956-68.6% | $3,665-66.1% | $4,299-71.1% |
| Participant deferral / active EE | $2,782 | $8,297-66.5% | $7,994-65.2% | $6,507-57.2% |
| Admin fee / account holder | $27,715 | $11,446+142.1% | $11,185+147.8% | $12,624+119.5% |