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 | $78,198 | $92,985-15.9% | $153,485-49.1% | $80,856-3.3% |
| Participation rate | 53.8% | 69.0%-15.1pp | 77.1%-23.2pp | 67.6%-13.8pp |
| Annual return | 15.03% | 19.95%-4.9pp | 15.65%-0.6pp | 35.59%-20.6pp |
| Employer contribution / active EE | $1,575 | $3,507-55.1% | $5,039-68.7% | $2,755-42.8% |
| Participant deferral / active EE | $4,184 | $5,178-19.2% | $6,757-38.1% | $4,296-2.6% |
| Admin fee / account holder | $6,014 | $8,880-32.3% | $12,724-52.7% | $6,918-13.1% |