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 | $59,376 | $81,248-26.9% | $155,509-61.8% | $80,856-26.6% |
| Participation rate | 65.1% | 66.2%-1.1pp | 78.2%-13.1pp | 67.6%-2.5pp |
| Annual return | 17.88% | 33.31%-15.4pp | 64.67%-46.8pp | 35.59%-17.7pp |
| Employer contribution / active EE | $2,732 | $3,100-11.9% | $4,672-41.5% | $2,755-0.8% |
| Participant deferral / active EE | $4,367 | $3,452+26.5% | $5,626-22.4% | $4,296+1.7% |
| Admin fee / account holder | $7,654 | $7,997-4.3% | $15,912-51.9% | $6,918+10.6% |