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 | $50,884 | $48,230+5.5% | $67,502-24.6% | $80,856-37.1% |
| Participation rate | 61.3% | 66.4%-5.1pp | 72.9%-11.6pp | 67.6%-6.3pp |
| Annual return | 13.84% | 18.28%-4.4pp | 3512.12%-3498.3pp | 35.59%-21.8pp |
| Employer contribution / active EE | $1,223 | $2,020-39.4% | $2,731-55.2% | $2,755-55.6% |
| Participant deferral / active EE | $2,831 | $2,924-3.2% | $4,000-29.2% | $4,296-34.1% |
| Admin fee / account holder | $2,930 | $3,681-20.4% | $3,998-26.7% | $6,918-57.6% |