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 | $62,413 | $81,248-23.2% | $155,509-59.9% | $80,856-22.8% |
| Participation rate | 62.1% | 66.2%-4.2pp | 78.2%-16.1pp | 67.6%-5.6pp |
| Annual return | 19.43% | 33.31%-13.9pp | 64.67%-45.2pp | 35.59%-16.2pp |
| Employer contribution / active EE | $1,467 | $3,100-52.7% | $4,672-68.6% | $2,755-46.7% |
| Participant deferral / active EE | $2,543 | $3,452-26.3% | $5,626-54.8% | $4,296-40.8% |
| Admin fee / account holder | $5,706 | $7,997-28.7% | $15,912-64.1% | $6,918-17.5% |