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 | $45,646 | $65,365-30.2% | $92,893-50.9% | $72,985-37.5% |
| Participation rate | 68.8% | 68.3%+0.4pp | 76.0%-7.3pp | 69.5%-0.7pp |
| Annual return | 16.90% | 42.10%-25.2pp | 109.41%-92.5pp | 81.00%-64.1pp |
| Employer contribution / active EE | $594 | $2,594-77.1% | $3,653-83.7% | $2,440-75.7% |
| Participant deferral / active EE | $2,700 | $3,128-13.7% | $4,236-36.3% | $3,607-25.2% |
| Admin fee / account holder | $10,968 | $4,251+158.0% | $5,794+89.3% | $5,124+114.0% |