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 | $51,870 | $65,041-20.3% | $90,951-43.0% | $79,858-35.0% |
| Participation rate | 67.3% | 61.6%+5.7pp | 69.0%-1.7pp | 69.6%-2.4pp |
| Annual return | 17.37% | 30.45%-13.1pp | 134.60%-117.2pp | 31.71%-14.3pp |
| Employer contribution / active EE | $439 | $1,247-64.8% | $2,122-79.3% | $2,471-82.2% |
| Participant deferral / active EE | $1,554 | $2,512-38.1% | $3,373-53.9% | $3,740-58.5% |
| Admin fee / account holder | $1,155 | $4,536-74.5% | $5,959-80.6% | $5,306-78.2% |