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 | $60,464 | $70,669-14.4% | $169,368-64.3% | $75,163-19.6% |
| Participation rate | 60.0% | 64.8%-4.8pp | 77.1%-17.1pp | 67.2%-7.2pp |
| Annual return | 18.36% | 36.36%-18.0pp | 405.60%-387.2pp | 160.62%-142.3pp |
| Employer contribution / active EE | $1,998 | $2,211-9.6% | $4,013-50.2% | $2,670-25.2% |
| Participant deferral / active EE | $4,271 | $4,311-0.9% | $6,221-31.4% | $4,125+3.5% |
| Admin fee / account holder | $10,511 | $5,402+94.6% | $9,003+16.7% | $5,651+86.0% |