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 5-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 | $76,565 | $100,923-24.1% | $150,045-49.0% | $74,304+3.0% |
| Participation rate | 38.3% | 70.1%-31.8pp | 82.3%-44.1pp | 60.3%-22.1pp |
| Annual return | 17.89% | 51.77%-33.9pp | 62.55%-44.7pp | 29.43%-11.5pp |
| Employer contribution / active EE | $1,448 | $3,463-58.2% | $4,693-69.2% | $2,241-35.4% |
| Participant deferral / active EE | $3,181 | $6,709-52.6% | $7,997-60.2% | $3,767-15.6% |
| Admin fee / account holder | $9,932 | $2,767+259.0% | $13,435-26.1% | $2,969+234.6% |