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 | $54,828 | $94,625-42.1% | $116,228-52.8% | $84,808-35.3% |
| Participation rate | 65.5% | 70.4%-5.0pp | 74.6%-9.1pp | 68.3%-2.9pp |
| Annual return | 16.62% | 20.40%-3.8pp | 90.06%-73.4pp | 40.90%-24.3pp |
| Employer contribution / active EE | $1,081 | $2,347-54.0% | $2,994-63.9% | $2,631-58.9% |
| Participant deferral / active EE | $2,102 | $3,972-47.1% | $4,953-57.6% | $4,212-50.1% |
| Admin fee / account holder | $768 | $10,091-92.4% | $11,989-93.6% | $7,344-89.5% |