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 | $51,072 | $80,717-36.7% | $154,803-67.0% | $84,808-39.8% |
| Participation rate | 53.7% | 66.8%-13.2pp | 78.1%-24.4pp | 68.3%-14.7pp |
| Annual return | 17.15% | 37.96%-20.8pp | 58.88%-41.7pp | 40.90%-23.7pp |
| Employer contribution / active EE | $1,221 | $2,761-55.8% | $4,305-71.6% | $2,631-53.6% |
| Participant deferral / active EE | $1,602 | $3,303-51.5% | $5,540-71.1% | $4,212-62.0% |
| Admin fee / account holder | $949 | $6,746-85.9% | $14,329-93.4% | $7,344-87.1% |