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 | $68,571 | $48,046+42.7% | $84,611-19.0% | $72,985-6.0% |
| Participation rate | 57.8% | 57.6%+0.2pp | 68.2%-10.5pp | 69.5%-11.7pp |
| Annual return | 24.36% | 37.38%-13.0pp | 258.74%-234.4pp | 81.00%-56.6pp |
| Employer contribution / active EE | $578 | $1,602-63.9% | $2,652-78.2% | $2,440-76.3% |
| Participant deferral / active EE | $2,221 | $2,680-17.1% | $3,899-43.0% | $3,607-38.4% |
| Admin fee / account holder | $2,524 | $3,395-25.7% | $4,912-48.6% | $5,124-50.8% |