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 | $65,391 | $165,335-60.4% | $149,696-56.3% | $158,922-58.9% |
| Participation rate | 40.0% | 84.6%-44.6pp | 82.5%-42.5pp | 82.0%-42.0pp |
| Annual return | 22.23% | 348.15%-325.9pp | 276.60%-254.4pp | 302.83%-280.6pp |
| Employer contribution / active EE | $1,896 | $5,103-62.8% | $4,644-59.2% | $4,761-60.2% |
| Participant deferral / active EE | $6,293 | $7,181-12.4% | $6,842-8.0% | $5,982+5.2% |
| Admin fee / account holder | $5,050 | $10,807-53.3% | $9,309-45.7% | $11,246-55.1% |