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 | $65,324 | $87,013-24.9% | $106,213-38.5% | $80,856-19.2% |
| Participation rate | 21.7% | 70.4%-48.8pp | 75.3%-53.6pp | 67.6%-46.0pp |
| Annual return | 18.26% | 17.05%+1.2pp | 116.14%-97.9pp | 35.59%-17.3pp |
| Employer contribution / active EE | $915 | $2,395-61.8% | $3,171-71.2% | $2,755-66.8% |
| Participant deferral / active EE | $2,776 | $3,986-30.4% | $5,016-44.7% | $4,296-35.4% |
| Admin fee / account holder | $3,693 | $8,431-56.2% | $11,033-66.5% | $6,918-46.6% |