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 | $50,066 | $56,423-11.3% | $77,163-35.1% | $71,457-29.9% |
| Participation rate | 55.4% | 64.3%-8.9pp | 69.6%-14.1pp | 67.9%-12.5pp |
| Annual return | 26.20% | 19.05%+7.1pp | 37.87%-11.7pp | 28.85%-2.7pp |
| Employer contribution / active EE | $963 | $1,866-48.4% | $2,535-62.0% | $2,588-62.8% |
| Participant deferral / active EE | $1,994 | $3,142-36.5% | $3,833-48.0% | $4,289-53.5% |
| Admin fee / account holder | $5,983 | $1,429+318.7% | $5,472+9.3% | $1,587+276.9% |