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 | $65,982 | $54,705+20.6% | $71,209-7.3% | $84,808-22.2% |
| Participation rate | 63.5% | 64.1%-0.6pp | 73.8%-10.2pp | 68.3%-4.8pp |
| Annual return | 17.30% | 35.90%-18.6pp | 282.51%-265.2pp | 40.90%-23.6pp |
| Employer contribution / active EE | $1,583 | $2,158-26.7% | $2,721-41.8% | $2,631-39.8% |
| Participant deferral / active EE | $4,158 | $3,030+37.2% | $4,175-0.4% | $4,212-1.3% |
| Admin fee / account holder | $3,750 | $4,863-22.9% | $5,349-29.9% | $7,344-48.9% |