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 | $27,029 | $54,541-50.4% | $78,778-65.7% | $70,131-61.5% |
| Participation rate | 66.0% | 60.8%+5.2pp | 69.2%-3.2pp | 69.5%-3.5pp |
| Annual return | 21.23% | 21.07%+0.2pp | 35.62%-14.4pp | 73.14%-51.9pp |
| Employer contribution / active EE | $1,387 | $1,089+27.5% | $1,986-30.1% | $2,342-40.8% |
| Participant deferral / active EE | $2,277 | $2,210+3.0% | $2,958-23.0% | $3,332-31.6% |
| Admin fee / account holder | $4,072 | $3,709+9.8% | $5,134-20.7% | $4,645-12.3% |