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 | $62,092 | $65,041-4.5% | $90,951-31.7% | $79,858-22.2% |
| Participation rate | 61.9% | 61.6%+0.3pp | 69.0%-7.1pp | 69.6%-7.7pp |
| Annual return | 17.75% | 30.45%-12.7pp | 134.60%-116.9pp | 31.71%-14.0pp |
| Employer contribution / active EE | $1,700 | $1,247+36.3% | $2,122-19.9% | $2,471-31.2% |
| Participant deferral / active EE | $3,146 | $2,512+25.2% | $3,373-6.7% | $3,740-15.9% |
| Admin fee / account holder | $5,260 | $4,536+16.0% | $5,959-11.7% | $5,306-0.9% |