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 | $61,470 | $51,175+20.1% | $70,515-12.8% | $75,163-18.2% |
| Participation rate | 53.8% | 60.9%-7.1pp | 68.3%-14.5pp | 67.2%-13.3pp |
| Annual return | 13.93% | 30.02%-16.1pp | 32.77%-18.8pp | 160.62%-146.7pp |
| Employer contribution / active EE | $2,655 | $1,826+45.4% | $2,973-10.7% | $2,670-0.5% |
| Participant deferral / active EE | $4,694 | $2,849+64.7% | $4,567+2.8% | $4,125+13.8% |
| Admin fee / account holder | $4,607 | $4,091+12.6% | $6,412-28.2% | $5,651-18.5% |