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 | $57,462 | $84,233-31.8% | $170,442-66.3% | $70,131-18.1% |
| Participation rate | 65.4% | 70.8%-5.4pp | 83.6%-18.2pp | 69.5%-4.2pp |
| Annual return | 15.96% | 23.06%-7.1pp | 205.93%-190.0pp | 73.14%-57.2pp |
| Employer contribution / active EE | $954 | $3,387-71.8% | $5,433-82.4% | $2,342-59.3% |
| Participant deferral / active EE | $4,794 | $3,086+55.4% | $4,939-2.9% | $3,332+43.9% |
| Admin fee / account holder | $1,769 | $5,698-69.0% | $13,880-87.3% | $4,645-61.9% |