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 | $76,716 | $96,484-20.5% | $156,263-50.9% | $74,304+3.2% |
| Participation rate | 50.5% | 67.7%-17.2pp | 78.9%-28.4pp | 60.3%-9.9pp |
| Annual return | 19.79% | 17.73%+2.1pp | 59.47%-39.7pp | 29.43%-9.6pp |
| Employer contribution / active EE | $1,231 | $2,528-51.3% | $4,333-71.6% | $2,241-45.1% |
| Participant deferral / active EE | $2,320 | $4,286-45.9% | $6,158-62.3% | $3,767-38.4% |
| Admin fee / account holder | $3,103 | $3,728-16.8% | $14,255-78.2% | $2,969+4.5% |