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 | $59,110 | $86,944-32.0% | $107,525-45.0% | $74,304-20.4% |
| Participation rate | 56.6% | 59.6%-2.9pp | 75.1%-18.4pp | 60.3%-3.7pp |
| Annual return | 18.79% | 23.52%-4.7pp | 181.32%-162.5pp | 29.43%-10.6pp |
| Employer contribution / active EE | $2,205 | $2,757-20.0% | $3,754-41.2% | $2,241-1.6% |
| Participant deferral / active EE | $4,056 | $3,554+14.1% | $5,116-20.7% | $3,767+7.7% |
| Admin fee / account holder | $3,164 | $3,727-15.1% | $8,919-64.5% | $2,969+6.6% |