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 | $50,490 | $81,460-38.0% | $103,333-51.1% | $80,856-37.6% |
| Participation rate | 42.3% | 66.8%-24.5pp | 74.5%-32.2pp | 67.6%-25.3pp |
| Annual return | 14.24% | 25.55%-11.3pp | 24.88%-10.6pp | 35.59%-21.4pp |
| Employer contribution / active EE | $1,290 | $3,105-58.5% | $3,868-66.7% | $2,755-53.2% |
| Participant deferral / active EE | $2,557 | $3,869-33.9% | $5,057-49.4% | $4,296-40.5% |
| Admin fee / account holder | $7,451 | $6,566+13.5% | $8,355-10.8% | $6,918+7.7% |