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 | $58,970 | $81,248-27.4% | $155,509-62.1% | $80,856-27.1% |
| Participation rate | 35.6% | 66.2%-30.6pp | 78.2%-42.6pp | 67.6%-32.0pp |
| Annual return | 14.06% | 33.31%-19.3pp | 64.67%-50.6pp | 35.59%-21.5pp |
| Employer contribution / active EE | $886 | $3,100-71.4% | $4,672-81.0% | $2,755-67.8% |
| Participant deferral / active EE | $2,312 | $3,452-33.0% | $5,626-58.9% | $4,296-46.2% |
| Admin fee / account holder | $2,480 | $7,997-69.0% | $15,912-84.4% | $6,918-64.2% |