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 | $66,706 | $51,175+30.3% | $70,515-5.4% | $75,163-11.3% |
| Participation rate | 42.6% | 60.9%-18.4pp | 68.3%-25.8pp | 67.2%-24.6pp |
| Annual return | 23.55% | 30.02%-6.5pp | 32.77%-9.2pp | 160.62%-137.1pp |
| Employer contribution / active EE | $1,211 | $1,826-33.7% | $2,973-59.3% | $2,670-54.6% |
| Participant deferral / active EE | $3,156 | $2,849+10.8% | $4,567-30.9% | $4,125-23.5% |
| Admin fee / account holder | $1,000 | $4,091-75.6% | $6,412-84.4% | $5,651-82.3% |