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 | $53,144 | $53,822-1.3% | $75,696-29.8% | $85,850-38.1% |
| Participation rate | 67.2% | 69.1%-1.9pp | 74.8%-7.7pp | 69.3%-2.2pp |
| Annual return | 15.49% | 24.54%-9.1pp | 104.53%-89.0pp | 318.53%-303.0pp |
| Employer contribution / active EE | $1,445 | $2,017-28.4% | $2,743-47.3% | $2,565-43.7% |
| Participant deferral / active EE | $2,826 | $2,895-2.4% | $3,821-26.1% | $3,952-28.5% |
| Admin fee / account holder | $4,064 | $3,343+21.6% | $3,619+12.3% | $6,260-35.1% |