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 | $61,106 | $62,127-1.6% | $81,382-24.9% | $74,495-18.0% |
| Participation rate | 60.8% | 64.0%-3.2pp | 69.5%-8.7pp | 67.2%-6.4pp |
| Annual return | 13.97% | 16.48%-2.5pp | 24.73%-10.8pp | 1364.94%-1351.0pp |
| Employer contribution / active EE | $1,665 | $1,882-11.6% | $2,463-32.4% | $2,623-36.5% |
| Participant deferral / active EE | $3,467 | $3,229+7.4% | $3,883-10.7% | $4,346-20.2% |
| Admin fee / account holder | $4,790 | $1,934+147.6% | $5,768-17.0% | $1,942+146.7% |