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 | $59,231 | $89,753-34.0% | $107,525-44.9% | $84,808-30.2% |
| Participation rate | 51.0% | 68.1%-17.0pp | 75.1%-24.1pp | 68.3%-17.3pp |
| Annual return | 15.84% | 29.48%-13.6pp | 181.32%-165.5pp | 40.90%-25.1pp |
| Employer contribution / active EE | $925 | $3,113-70.3% | $3,754-75.4% | $2,631-64.8% |
| Participant deferral / active EE | $3,075 | $4,056-24.2% | $5,116-39.9% | $4,212-27.0% |
| Admin fee / account holder | $1,622 | $7,222-77.5% | $8,919-81.8% | $7,344-77.9% |