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 | $72,434 | $81,248-10.8% | $155,509-53.4% | $80,856-10.4% |
| Participation rate | 59.5% | 66.2%-6.8pp | 78.2%-18.7pp | 67.6%-8.2pp |
| Annual return | 19.69% | 33.31%-13.6pp | 64.67%-45.0pp | 35.59%-15.9pp |
| Employer contribution / active EE | $1,197 | $3,100-61.4% | $4,672-74.4% | $2,755-56.5% |
| Participant deferral / active EE | $1,319 | $3,452-61.8% | $5,626-76.6% | $4,296-69.3% |
| Admin fee / account holder | $699 | $7,997-91.3% | $15,912-95.6% | $6,918-89.9% |