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 | $75,064 | $54,705+37.2% | $71,209+5.4% | $84,808-11.5% |
| Participation rate | 48.0% | 64.1%-16.1pp | 73.8%-25.8pp | 68.3%-20.3pp |
| Annual return | 19.88% | 35.90%-16.0pp | 282.51%-262.6pp | 40.90%-21.0pp |
| Employer contribution / active EE | $1,545 | $2,158-28.4% | $2,721-43.2% | $2,631-41.3% |
| Participant deferral / active EE | $3,905 | $3,030+28.9% | $4,175-6.5% | $4,212-7.3% |
| Admin fee / account holder | $1,621 | $4,863-66.7% | $5,349-69.7% | $7,344-77.9% |