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 | $56,037 | $64,324-12.9% | $118,925-52.9% | $79,858-29.8% |
| Participation rate | 63.0% | 64.9%-1.9pp | 75.4%-12.4pp | 69.6%-6.7pp |
| Annual return | 15.24% | 86.45%-71.2pp | 35.88%-20.6pp | 31.71%-16.5pp |
| Employer contribution / active EE | $1,574 | $1,836-14.3% | $3,263-51.8% | $2,471-36.3% |
| Participant deferral / active EE | $4,455 | $2,824+57.8% | $4,265+4.5% | $3,740+19.1% |
| Admin fee / account holder | $2,263 | $4,040-44.0% | $6,581-65.6% | $5,306-57.4% |