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 | $67,721 | $48,795+38.8% | $65,493+3.4% | $84,808-20.1% |
| Participation rate | 61.5% | 67.0%-5.4pp | 73.1%-11.6pp | 68.3%-6.8pp |
| Annual return | 15.09% | 20.20%-5.1pp | 982.45%-967.4pp | 40.90%-25.8pp |
| Employer contribution / active EE | $2,034 | $1,930+5.4% | $2,574-21.0% | $2,631-22.7% |
| Participant deferral / active EE | $2,474 | $2,928-15.5% | $3,961-37.5% | $4,212-41.3% |
| Admin fee / account holder | $423 | $3,877-89.1% | $5,028-91.6% | $7,344-94.2% |