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 | $57,646 | $123,793-53.4% | $177,821-67.6% | $79,858-27.8% |
| Participation rate | 65.4% | 84.7%-19.3pp | 87.7%-22.3pp | 69.6%-4.2pp |
| Annual return | 10.96% | 22.82%-11.9pp | 48.32%-37.4pp | 31.71%-20.8pp |
| Employer contribution / active EE | $2,878 | $4,095-29.7% | $5,918-51.4% | $2,471+16.5% |
| Participant deferral / active EE | $7,636 | $5,956+28.2% | $7,714-1.0% | $3,740+104.2% |
| Admin fee / account holder | $3,001 | $7,243-58.6% | $12,427-75.8% | $5,306-43.4% |