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 | $69,913 | $57,541+21.5% | $95,745-27.0% | $75,163-7.0% |
| Participation rate | 59.3% | 62.5%-3.2pp | 72.3%-12.9pp | 67.2%-7.9pp |
| Annual return | 14.31% | 34.93%-20.6pp | 28.35%-14.0pp | 160.62%-146.3pp |
| Employer contribution / active EE | $1,269 | $1,808-29.8% | $2,835-55.2% | $2,670-52.5% |
| Participant deferral / active EE | $2,715 | $3,074-11.7% | $4,245-36.0% | $4,125-34.2% |
| Admin fee / account holder | $10,676 | $4,099+160.5% | $5,678+88.0% | $5,651+88.9% |