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 | $61,699 | $77,419-20.3% | $69,455-11.2% | $152,861-59.6% |
| Participation rate | 60.0% | 78.1%-18.1pp | 74.6%-14.6pp | 82.4%-22.4pp |
| Annual return | 24.49% | 39.06%-14.6pp | 28.97%-4.5pp | 345.32%-320.8pp |
| Employer contribution / active EE | $1,306 | $3,315-60.6% | $2,779-53.0% | $4,762-72.6% |
| Participant deferral / active EE | $4,883 | $4,414+10.6% | $3,535+38.1% | $5,850-16.5% |
| Admin fee / account holder | $6,622 | $6,207+6.7% | $3,839+72.5% | $11,596-42.9% |