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 | $63,599 | $71,192-10.7% | $117,854-46.0% | $62,292+2.1% |
| Participation rate | 65.8% | 74.2%-8.5pp | 79.7%-13.9pp | 69.5%-3.7pp |
| Annual return | 18.80% | 18.66%+0.1pp | 335.08%-316.3pp | 28.90%-10.1pp |
| Employer contribution / active EE | $1,157 | $1,934-40.2% | $3,786-69.4% | $2,042-43.4% |
| Participant deferral / active EE | $2,099 | $3,189-34.2% | $4,482-53.2% | $3,169-33.8% |
| Admin fee / account holder | $1,650 | $587+181.0% | $8,020-79.4% | $479+244.3% |