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 | $62,069 | $91,190-31.9% | $178,490-65.2% | $79,858-22.3% |
| Participation rate | 68.1% | 69.2%-1.1pp | 81.9%-13.9pp | 69.6%-1.6pp |
| Annual return | 17.97% | 24.19%-6.2pp | 151.07%-133.1pp | 31.71%-13.7pp |
| Employer contribution / active EE | $2,600 | $3,256-20.1% | $5,011-48.1% | $2,471+5.2% |
| Participant deferral / active EE | $4,434 | $3,236+37.0% | $5,202-14.8% | $3,740+18.6% |
| Admin fee / account holder | $3,273 | $6,751-51.5% | $13,984-76.6% | $5,306-38.3% |