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 | $78,300 | $95,266-17.8% | $82,389-5.0% | $142,382-45.0% |
| Participation rate | 63.6% | 74.5%-10.8pp | 69.5%-5.9pp | 80.1%-16.5pp |
| Annual return | 13.42% | 25.74%-12.3pp | 28.67%-15.3pp | 217.08%-203.7pp |
| Employer contribution / active EE | $2,025 | $2,991-32.3% | $2,517-19.5% | $4,299-52.9% |
| Participant deferral / active EE | $4,577 | $4,809-4.8% | $4,155+10.2% | $6,507-29.7% |
| Admin fee / account holder | $1,645 | $8,563-80.8% | $7,231-77.3% | $12,624-87.0% |