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 | $51,550 | $78,705-34.5% | $117,854-56.3% | $70,131-26.5% |
| Participation rate | 67.4% | 73.2%-5.8pp | 79.7%-12.3pp | 69.5%-2.1pp |
| Annual return | 13.12% | 23.30%-10.2pp | 335.08%-322.0pp | 73.14%-60.0pp |
| Employer contribution / active EE | $1,364 | $2,223-38.6% | $3,786-64.0% | $2,342-41.8% |
| Participant deferral / active EE | $2,832 | $3,297-14.1% | $4,482-36.8% | $3,332-15.0% |
| Admin fee / account holder | $2,409 | $5,065-52.4% | $8,020-70.0% | $4,645-48.1% |