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 | $65,846 | $109,881-40.1% | $150,045-56.1% | $84,808-22.4% |
| Participation rate | 49.5% | 76.1%-26.6pp | 82.3%-32.8pp | 68.3%-18.8pp |
| Annual return | 21.62% | 28.25%-6.6pp | 62.55%-40.9pp | 40.90%-19.3pp |
| Employer contribution / active EE | $2,445 | $3,561-31.3% | $4,693-47.9% | $2,631-7.1% |
| Participant deferral / active EE | $5,385 | $6,636-18.9% | $7,997-32.7% | $4,212+27.9% |
| Admin fee / account holder | $3,382 | $8,568-60.5% | $13,435-74.8% | $7,344-53.9% |