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 | $69,653 | $65,041+7.1% | $90,951-23.4% | $79,858-12.8% |
| Participation rate | 35.3% | 61.6%-26.3pp | 69.0%-33.7pp | 69.6%-34.3pp |
| Annual return | 14.28% | 30.45%-16.2pp | 134.60%-120.3pp | 31.71%-17.4pp |
| Employer contribution / active EE | $1,490 | $1,247+19.5% | $2,122-29.8% | $2,471-39.7% |
| Participant deferral / active EE | $3,257 | $2,512+29.6% | $3,373-3.4% | $3,740-12.9% |
| Admin fee / account holder | $9,333 | $4,536+105.7% | $5,959+56.6% | $5,306+75.9% |