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 | $53,466 | $89,753-40.4% | $107,525-50.3% | $84,808-37.0% |
| Participation rate | 53.5% | 68.1%-14.5pp | 75.1%-21.6pp | 68.3%-14.8pp |
| Annual return | 18.83% | 29.48%-10.7pp | 181.32%-162.5pp | 40.90%-22.1pp |
| Employer contribution / active EE | $1,361 | $3,113-56.3% | $3,754-63.7% | $2,631-48.3% |
| Participant deferral / active EE | $2,380 | $4,056-41.3% | $5,116-53.5% | $4,212-43.5% |
| Admin fee / account holder | $2,838 | $7,222-60.7% | $8,919-68.2% | $7,344-61.4% |