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 | $60,036 | $73,933-18.8% | $96,683-37.9% | $75,163-20.1% |
| Participation rate | 53.8% | 66.4%-12.6pp | 74.3%-20.5pp | 67.2%-13.3pp |
| Annual return | 20.08% | 26.70%-6.6pp | 35.69%-15.6pp | 160.62%-140.5pp |
| Employer contribution / active EE | $2,380 | $2,928-18.7% | $3,737-36.3% | $2,670-10.9% |
| Participant deferral / active EE | $4,554 | $3,659+24.5% | $4,878-6.6% | $4,125+10.4% |
| Admin fee / account holder | $1,055 | $5,216-79.8% | $6,730-84.3% | $5,651-81.3% |