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 | $51,935 | $80,717-35.7% | $154,803-66.5% | $84,808-38.8% |
| Participation rate | 58.3% | 66.8%-8.5pp | 78.1%-19.7pp | 68.3%-10.0pp |
| Annual return | 17.83% | 37.96%-20.1pp | 58.88%-41.1pp | 40.90%-23.1pp |
| Employer contribution / active EE | $1,092 | $2,761-60.4% | $4,305-74.6% | $2,631-58.5% |
| Participant deferral / active EE | $2,632 | $3,303-20.3% | $5,540-52.5% | $4,212-37.5% |
| Admin fee / account holder | $1,280 | $6,746-81.0% | $14,329-91.1% | $7,344-82.6% |