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 | $70,264 | $148,534-52.7% | $135,903-48.3% | $139,434-49.6% |
| Participation rate | 60.9% | 83.9%-23.0pp | 81.9%-21.0pp | 80.3%-19.4pp |
| Annual return | 22.20% | 79.19%-57.0pp | 68.23%-46.0pp | 372.94%-350.7pp |
| Employer contribution / active EE | $3,012 | $5,243-42.6% | $4,856-38.0% | $4,751-36.6% |
| Participant deferral / active EE | $6,047 | $8,100-25.3% | $7,758-22.1% | $6,710-9.9% |
| Admin fee / account holder | $1,913 | $12,400-84.6% | $10,762-82.2% | $11,403-83.2% |