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 | $64,077 | $93,571-31.5% | $135,903-52.9% | $75,163-14.7% |
| Participation rate | 62.1% | 75.2%-13.1pp | 81.9%-19.8pp | 67.2%-5.1pp |
| Annual return | 23.83% | 30.90%-7.1pp | 68.23%-44.4pp | 160.62%-136.8pp |
| Employer contribution / active EE | $2,519 | $3,537-28.8% | $4,856-48.1% | $2,670-5.7% |
| Participant deferral / active EE | $6,299 | $6,404-1.6% | $7,758-18.8% | $4,125+52.7% |
| Admin fee / account holder | $673 | $6,975-90.4% | $10,762-93.7% | $5,651-88.1% |