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 | $52,373 | $77,314-32.3% | $177,989-70.6% | $80,856-35.2% |
| Participation rate | 56.4% | 65.7%-9.3pp | 77.1%-20.7pp | 67.6%-11.2pp |
| Annual return | 11.78% | 18.09%-6.3pp | 294.48%-282.7pp | 35.59%-23.8pp |
| Employer contribution / active EE | $1,658 | $2,292-27.7% | $3,949-58.0% | $2,755-39.8% |
| Participant deferral / active EE | $1,425 | $4,411-67.7% | $6,276-77.3% | $4,296-66.8% |
| Admin fee / account holder | $1,115 | $7,191-84.5% | $10,363-89.2% | $6,918-83.9% |