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 | $57,384 | $65,365-12.2% | $92,893-38.2% | $72,985-21.4% |
| Participation rate | 34.8% | 68.3%-33.5pp | 76.0%-41.2pp | 69.5%-34.7pp |
| Annual return | 23.24% | 42.10%-18.9pp | 109.41%-86.2pp | 81.00%-57.8pp |
| Employer contribution / active EE | $1,335 | $2,594-48.6% | $3,653-63.5% | $2,440-45.3% |
| Participant deferral / active EE | $2,720 | $3,128-13.1% | $4,236-35.8% | $3,607-24.6% |
| Admin fee / account holder | $12,787 | $4,251+200.8% | $5,794+120.7% | $5,124+149.5% |