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 | $56,167 | $81,248-30.9% | $155,509-63.9% | $80,856-30.5% |
| Participation rate | 47.0% | 66.2%-19.3pp | 78.2%-31.2pp | 67.6%-20.7pp |
| Annual return | 13.41% | 33.31%-19.9pp | 64.67%-51.3pp | 35.59%-22.2pp |
| Employer contribution / active EE | $1,045 | $3,100-66.3% | $4,672-77.6% | $2,755-62.1% |
| Participant deferral / active EE | $3,359 | $3,452-2.7% | $5,626-40.3% | $4,296-21.8% |
| Admin fee / account holder | $12,671 | $7,997+58.4% | $15,912-20.4% | $6,918+83.2% |