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 | $56,251 | $81,460-30.9% | $103,333-45.6% | $80,856-30.4% |
| Participation rate | 68.1% | 66.8%+1.3pp | 74.5%-6.4pp | 67.6%+0.5pp |
| Annual return | 15.04% | 25.55%-10.5pp | 24.88%-9.8pp | 35.59%-20.6pp |
| Employer contribution / active EE | $1,131 | $3,105-63.6% | $3,868-70.8% | $2,755-58.9% |
| Participant deferral / active EE | $2,457 | $3,869-36.5% | $5,057-51.4% | $4,296-42.8% |
| Admin fee / account holder | $1,462 | $6,566-77.7% | $8,355-82.5% | $6,918-78.9% |