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 | $65,325 | $106,584-38.7% | $101,326-35.5% | $142,382-54.1% |
| Participation rate | 69.2% | 82.7%-13.5pp | 81.5%-12.3pp | 80.1%-10.9pp |
| Annual return | 17.12% | 36.93%-19.8pp | 36.82%-19.7pp | 217.08%-200.0pp |
| Employer contribution / active EE | $2,819 | $3,956-28.7% | $3,665-23.1% | $4,299-34.4% |
| Participant deferral / active EE | $5,081 | $8,297-38.8% | $7,994-36.4% | $6,507-21.9% |
| Admin fee / account holder | $28,689 | $11,446+150.6% | $11,185+156.5% | $12,624+127.3% |