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 | $51,676 | $71,050-27.3% | $93,606-44.8% | $80,856-36.1% |
| Participation rate | 57.6% | 60.4%-2.8pp | 68.7%-11.1pp | 67.6%-10.0pp |
| Annual return | 16.81% | 11.26%+5.6pp | 133.20%-116.4pp | 35.59%-18.8pp |
| Employer contribution / active EE | $1,521 | $1,564-2.8% | $2,420-37.2% | $2,755-44.8% |
| Participant deferral / active EE | $2,871 | $4,034-28.8% | $4,411-34.9% | $4,296-33.2% |
| Admin fee / account holder | $3,208 | $6,945-53.8% | $8,285-61.3% | $6,918-53.6% |