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 | $65,015 | $100,923-35.6% | $150,045-56.7% | $74,304-12.5% |
| Participation rate | 65.1% | 70.1%-5.0pp | 82.3%-17.2pp | 60.3%+4.7pp |
| Annual return | 21.76% | 51.77%-30.0pp | 62.55%-40.8pp | 29.43%-7.7pp |
| Employer contribution / active EE | $1,635 | $3,463-52.8% | $4,693-65.2% | $2,241-27.0% |
| Participant deferral / active EE | $7,680 | $6,709+14.5% | $7,997-4.0% | $3,767+103.9% |
| Admin fee / account holder | $3,090 | $2,767+11.7% | $13,435-77.0% | $2,969+4.1% |