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 | $55,798 | $77,899-28.4% | $149,673-62.7% | $75,163-25.8% |
| Participation rate | 50.8% | 65.6%-14.7pp | 78.8%-27.9pp | 67.2%-16.3pp |
| Annual return | 16.18% | 31.72%-15.5pp | 134.42%-118.2pp | 160.62%-144.4pp |
| Employer contribution / active EE | $2,500 | $3,137-20.3% | $4,818-48.1% | $2,670-6.4% |
| Participant deferral / active EE | $4,214 | $3,411+23.5% | $5,680-25.8% | $4,125+2.2% |
| Admin fee / account holder | $2,227 | $5,956-62.6% | $13,210-83.1% | $5,651-60.6% |