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 | $64,190 | $113,339-43.4% | $94,993-32.4% | $147,584-56.5% |
| Participation rate | 50.0% | 78.0%-28.0pp | 73.9%-23.9pp | 82.8%-32.8pp |
| Annual return | 17.14% | 20.77%-3.6pp | 27.12%-10.0pp | 578.55%-561.4pp |
| Employer contribution / active EE | $2,148 | $3,160-32.0% | $2,603-17.5% | $4,876-55.9% |
| Participant deferral / active EE | $7,294 | $3,777+93.1% | $3,317+119.9% | $5,439+34.1% |
| Admin fee / account holder | $899 | $6,063-85.2% | $4,960-81.9% | $10,885-91.7% |