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 | $67,284 | $100,923-33.3% | $150,045-55.2% | $74,304-9.4% |
| Participation rate | 44.3% | 70.1%-25.8pp | 82.3%-38.1pp | 60.3%-16.1pp |
| Annual return | 15.59% | 51.77%-36.2pp | 62.55%-47.0pp | 29.43%-13.8pp |
| Employer contribution / active EE | $765 | $3,463-77.9% | $4,693-83.7% | $2,241-65.8% |
| Participant deferral / active EE | $4,380 | $6,709-34.7% | $7,997-45.2% | $3,767+16.3% |
| Admin fee / account holder | $5,611 | $2,767+102.8% | $13,435-58.2% | $2,969+89.0% |