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 | $62,183 | $99,985-37.8% | $146,665-57.6% | $85,850-27.6% |
| Participation rate | 66.7% | 73.1%-6.4pp | 80.1%-13.4pp | 69.3%-2.6pp |
| Annual return | 15.35% | 18.93%-3.6pp | 22.74%-7.4pp | 318.53%-303.2pp |
| Employer contribution / active EE | $2,685 | $2,559+5.0% | $4,136-35.1% | $2,565+4.7% |
| Participant deferral / active EE | $5,254 | $4,006+31.2% | $5,506-4.6% | $3,952+32.9% |
| Admin fee / account holder | $965 | $7,702-87.5% | $10,280-90.6% | $6,260-84.6% |