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 | $64,976 | $109,413-40.6% | $156,263-58.4% | $84,808-23.4% |
| Participation rate | 45.9% | 72.7%-26.8pp | 78.9%-33.0pp | 68.3%-22.4pp |
| Annual return | 41.79% | 20.18%+21.6pp | 59.47%-17.7pp | 40.90%+0.9pp |
| Employer contribution / active EE | $2,162 | $2,907-25.6% | $4,333-50.1% | $2,631-17.8% |
| Participant deferral / active EE | $3,521 | $4,590-23.3% | $6,158-42.8% | $4,212-16.4% |
| Admin fee / account holder | $6,773 | $9,357-27.6% | $14,255-52.5% | $7,344-7.8% |