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 | $62,765 | $85,766-26.8% | $136,294-53.9% | $70,131-10.5% |
| Participation rate | 69.6% | 74.2%-4.5pp | 81.9%-12.3pp | 69.5%+0.1pp |
| Annual return | 20.84% | 31.45%-10.6pp | 5155.94%-5135.1pp | 73.14%-52.3pp |
| Employer contribution / active EE | $1,148 | $2,966-61.3% | $4,695-75.5% | $2,342-51.0% |
| Participant deferral / active EE | $2,595 | $5,051-48.6% | $6,247-58.5% | $3,332-22.1% |
| Admin fee / account holder | $3,400 | $5,420-37.3% | $9,243-63.2% | $4,645-26.8% |