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 | $62,103 | $65,041-4.5% | $90,951-31.7% | $79,858-22.2% |
| Participation rate | 57.1% | 61.6%-4.5pp | 69.0%-11.9pp | 69.6%-12.5pp |
| Annual return | 40.14% | 30.45%+9.7pp | 134.60%-94.5pp | 31.71%+8.4pp |
| Employer contribution / active EE | $991 | $1,247-20.5% | $2,122-53.3% | $2,471-59.9% |
| Participant deferral / active EE | $3,700 | $2,512+47.3% | $3,373+9.7% | $3,740-1.1% |
| Admin fee / account holder | $3,131 | $4,536-31.0% | $5,959-47.5% | $5,306-41.0% |