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 | $60,686 | $85,766-29.2% | $136,294-55.5% | $70,131-13.5% |
| Participation rate | 68.2% | 74.2%-6.0pp | 81.9%-13.7pp | 69.5%-1.4pp |
| Annual return | 15.08% | 31.45%-16.4pp | 5155.94%-5140.9pp | 73.14%-58.1pp |
| Employer contribution / active EE | $3,071 | $2,966+3.5% | $4,695-34.6% | $2,342+31.1% |
| Participant deferral / active EE | $5,451 | $5,051+7.9% | $6,247-12.7% | $3,332+63.6% |
| Admin fee / account holder | $2,145 | $5,420-60.4% | $9,243-76.8% | $4,645-53.8% |