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 | $71,545 | $58,851+21.6% | $115,157-37.9% | $72,985-2.0% |
| Participation rate | 57.8% | 65.5%-7.8pp | 75.9%-18.1pp | 69.5%-11.7pp |
| Annual return | 22.39% | 23.16%-0.8pp | 35.60%-13.2pp | 81.00%-58.6pp |
| Employer contribution / active EE | $0 | $1,798-100.0% | $3,179-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,374 | $2,643+27.7% | $4,168-19.1% | $3,607-6.5% |
| Admin fee / account holder | $5,721 | $6,370-10.2% | $7,088-19.3% | $5,124+11.6% |