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 | $59,636 | $78,422-24.0% | $95,952-37.8% | $79,858-25.3% |
| Participation rate | 47.4% | 73.5%-26.1pp | 77.1%-29.7pp | 69.6%-22.3pp |
| Annual return | 11.41% | 19.37%-8.0pp | 91.61%-80.2pp | 31.71%-20.3pp |
| Employer contribution / active EE | $1,836 | $1,945-5.6% | $2,541-27.8% | $2,471-25.7% |
| Participant deferral / active EE | $4,126 | $3,440+19.9% | $4,167-1.0% | $3,740+10.3% |
| Admin fee / account holder | $5,701 | $5,622+1.4% | $6,795-16.1% | $5,306+7.4% |