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 | $51,701 | $88,370-41.5% | $112,977-54.2% | $79,858-35.3% |
| Participation rate | 54.4% | 76.8%-22.4pp | 82.6%-28.1pp | 69.6%-15.2pp |
| Annual return | 18.15% | 23.16%-5.0pp | 24.24%-6.1pp | 31.71%-13.6pp |
| Employer contribution / active EE | $2,133 | $3,398-37.2% | $4,255-49.9% | $2,471-13.7% |
| Participant deferral / active EE | $3,698 | $4,536-18.5% | $5,836-36.6% | $3,740-1.1% |
| Admin fee / account holder | $5,873 | $5,750+2.1% | $6,294-6.7% | $5,306+10.7% |