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 | $68,022 | $100,923-32.6% | $150,045-54.7% | $74,304-8.5% |
| Participation rate | 64.3% | 70.1%-5.7pp | 82.3%-18.0pp | 60.3%+4.0pp |
| Annual return | 21.10% | 51.77%-30.7pp | 62.55%-41.4pp | 29.43%-8.3pp |
| Employer contribution / active EE | $1,809 | $3,463-47.8% | $4,693-61.5% | $2,241-19.3% |
| Participant deferral / active EE | $3,548 | $6,709-47.1% | $7,997-55.6% | $3,767-5.8% |
| Admin fee / account holder | $3,093 | $2,767+11.8% | $13,435-77.0% | $2,969+4.2% |