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 | $65,516 | $83,477-21.5% | $125,175-47.7% | $72,985-10.2% |
| Participation rate | 68.3% | 73.3%-5.0pp | 79.8%-11.5pp | 69.5%-1.2pp |
| Annual return | 26.53% | 25.78%+0.8pp | 43.79%-17.3pp | 81.00%-54.5pp |
| Employer contribution / active EE | $2,100 | $2,345-10.5% | $3,865-45.7% | $2,440-13.9% |
| Participant deferral / active EE | $4,065 | $3,585+13.4% | $4,937-17.7% | $3,607+12.7% |
| Admin fee / account holder | $2,490 | $5,517-54.9% | $9,702-74.3% | $5,124-51.4% |