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 | $65,808 | $77,634-15.2% | $156,549-58.0% | $62,891+4.6% |
| Participation rate | 40.8% | 71.2%-30.4pp | 84.0%-43.2pp | 69.3%-28.5pp |
| Annual return | 5.38% | 50.32%-44.9pp | 32.23%-26.8pp | 20.14%-14.8pp |
| Employer contribution / active EE | $2,545 | $3,444-26.1% | $5,501-53.7% | $2,281+11.6% |
| Participant deferral / active EE | $1,602 | $3,045-47.4% | $4,871-67.1% | $3,203-50.0% |
| Admin fee / account holder | $5,556 | $5,561-0.1% | $13,027-57.3% | $4,296+29.4% |