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 | $62,804 | $71,809-12.5% | $61,048+2.9% | $152,861-58.9% |
| Participation rate | 64.7% | 84.2%-19.5pp | 79.3%-14.6pp | 82.4%-17.7pp |
| Annual return | 23.93% | 29.74%-5.8pp | 26.18%-2.3pp | 345.32%-321.4pp |
| Employer contribution / active EE | $1,790 | $4,545-60.6% | $3,716-51.8% | $4,762-62.4% |
| Participant deferral / active EE | $4,871 | $5,467-10.9% | $4,470+9.0% | $5,850-16.7% |
| Admin fee / account holder | $2,897 | $4,750-39.0% | $3,728-22.3% | $11,596-75.0% |