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 | $54,077 | $61,272-11.7% | $149,673-63.9% | $71,457-24.3% |
| Participation rate | 39.5% | 62.5%-23.0pp | 78.8%-39.2pp | 67.9%-28.4pp |
| Annual return | 16.42% | 35.85%-19.4pp | 134.42%-118.0pp | 28.85%-12.4pp |
| Employer contribution / active EE | $704 | $2,378-70.4% | $4,818-85.4% | $2,588-72.8% |
| Participant deferral / active EE | $1,275 | $2,917-56.3% | $5,680-77.5% | $4,289-70.3% |
| Admin fee / account holder | $3,669 | $1,261+190.9% | $13,210-72.2% | $1,587+131.2% |