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 | $72,466 | $76,670-5.5% | $96,683-25.0% | $71,457+1.4% |
| Participation rate | 49.4% | 66.6%-17.2pp | 74.3%-24.9pp | 67.9%-18.5pp |
| Annual return | 14.68% | 48.29%-33.6pp | 35.69%-21.0pp | 28.85%-14.2pp |
| Employer contribution / active EE | $1,477 | $3,031-51.3% | $3,737-60.5% | $2,588-42.9% |
| Participant deferral / active EE | $2,698 | $3,771-28.5% | $4,878-44.7% | $4,289-37.1% |
| Admin fee / account holder | $5,224 | $2,028+157.6% | $6,730-22.4% | $1,587+229.1% |