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 | $62,280 | $48,795+27.6% | $65,493-4.9% | $84,808-26.6% |
| Participation rate | 59.3% | 67.0%-7.7pp | 73.1%-13.8pp | 68.3%-9.1pp |
| Annual return | 15.54% | 20.20%-4.7pp | 982.45%-966.9pp | 40.90%-25.4pp |
| Employer contribution / active EE | $1,649 | $1,930-14.6% | $2,574-36.0% | $2,631-37.3% |
| Participant deferral / active EE | $3,024 | $2,928+3.3% | $3,961-23.6% | $4,212-28.2% |
| Admin fee / account holder | $15,316 | $3,877+295.0% | $5,028+204.6% | $7,344+108.6% |