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 | $57,756 | $61,605-6.2% | $112,229-48.5% | $75,163-23.2% |
| Participation rate | 51.1% | 61.7%-10.6pp | 72.4%-21.3pp | 67.2%-16.1pp |
| Annual return | 16.05% | 28.47%-12.4pp | 30.20%-14.2pp | 160.62%-144.6pp |
| Employer contribution / active EE | $1,867 | $2,015-7.4% | $3,430-45.6% | $2,670-30.1% |
| Participant deferral / active EE | $3,975 | $3,108+27.9% | $4,798-17.1% | $4,125-3.6% |
| Admin fee / account holder | $4,237 | $4,862-12.9% | $7,748-45.3% | $5,651-25.0% |