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 | $58,937 | $72,012-18.2% | $185,823-68.3% | $79,858-26.2% |
| Participation rate | 64.3% | 65.8%-1.5pp | 78.0%-13.7pp | 69.6%-5.3pp |
| Annual return | 12.97% | 23.12%-10.1pp | 35.95%-23.0pp | 31.71%-18.7pp |
| Employer contribution / active EE | $2,165 | $1,965+10.2% | $4,087-47.0% | $2,471-12.4% |
| Participant deferral / active EE | $5,690 | $3,779+50.6% | $5,632+1.0% | $3,740+52.1% |
| Admin fee / account holder | $3,793 | $4,513-15.9% | $9,500-60.1% | $5,306-28.5% |