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 | $48,412 | $80,717-40.0% | $154,803-68.7% | $84,808-42.9% |
| Participation rate | 62.8% | 66.8%-4.0pp | 78.1%-15.2pp | 68.3%-5.5pp |
| Annual return | 21.69% | 37.96%-16.3pp | 58.88%-37.2pp | 40.90%-19.2pp |
| Employer contribution / active EE | $1,615 | $2,761-41.5% | $4,305-62.5% | $2,631-38.6% |
| Participant deferral / active EE | $2,901 | $3,303-12.2% | $5,540-47.6% | $4,212-31.1% |
| Admin fee / account holder | $5,723 | $6,746-15.2% | $14,329-60.1% | $7,344-22.1% |