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 | $69,079 | $114,381-39.6% | $107,525-35.8% | $142,382-51.5% |
| Participation rate | 63.6% | 78.1%-14.5pp | 75.1%-11.4pp | 80.1%-16.5pp |
| Annual return | 17.45% | 242.71%-225.3pp | 181.32%-163.9pp | 217.08%-199.6pp |
| Employer contribution / active EE | $3,216 | $4,015-19.9% | $3,754-14.3% | $4,299-25.2% |
| Participant deferral / active EE | $7,387 | $5,564+32.8% | $5,116+44.4% | $6,507+13.5% |
| Admin fee / account holder | $1,349 | $9,860-86.3% | $8,919-84.9% | $12,624-89.3% |