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 | $65,244 | $104,974-37.8% | $95,585-31.7% | $142,382-54.2% |
| Participation rate | 63.6% | 75.0%-11.3pp | 72.1%-8.4pp | 80.1%-16.5pp |
| Annual return | 15.14% | 210.33%-195.2pp | 38.56%-23.4pp | 217.08%-201.9pp |
| Employer contribution / active EE | $1,105 | $2,779-60.2% | $2,527-56.3% | $4,299-74.3% |
| Participant deferral / active EE | $3,066 | $4,352-29.5% | $4,023-23.8% | $6,507-52.9% |
| Admin fee / account holder | $548 | $6,386-91.4% | $6,127-91.1% | $12,624-95.7% |