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 | $65,977 | $51,175+28.9% | $70,515-6.4% | $75,163-12.2% |
| Participation rate | 56.1% | 60.9%-4.9pp | 68.3%-12.3pp | 67.2%-11.1pp |
| Annual return | 15.92% | 30.02%-14.1pp | 32.77%-16.8pp | 160.62%-144.7pp |
| Employer contribution / active EE | $604 | $1,826-66.9% | $2,973-79.7% | $2,670-77.4% |
| Participant deferral / active EE | $3,897 | $2,849+36.8% | $4,567-14.7% | $4,125-5.5% |
| Admin fee / account holder | $1,220 | $4,091-70.2% | $6,412-81.0% | $5,651-78.4% |