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 | $69,565 | $117,983-41.0% | $101,794-31.7% | $142,382-51.1% |
| Participation rate | 52.4% | 74.2%-21.8pp | 69.2%-16.8pp | 80.1%-27.7pp |
| Annual return | 15.64% | 36.92%-21.3pp | 30.53%-14.9pp | 217.08%-201.4pp |
| Employer contribution / active EE | $1,442 | $2,773-48.0% | $2,289-37.0% | $4,299-66.5% |
| Participant deferral / active EE | $3,167 | $4,714-32.8% | $4,084-22.5% | $6,507-51.3% |
| Admin fee / account holder | $2,745 | $10,433-73.7% | $8,777-68.7% | $12,624-78.3% |