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 | $66,394 | $71,050-6.6% | $93,606-29.1% | $80,856-17.9% |
| Participation rate | 59.3% | 60.4%-1.1pp | 68.7%-9.5pp | 67.6%-8.4pp |
| Annual return | 15.25% | 11.26%+4.0pp | 133.20%-117.9pp | 35.59%-20.3pp |
| Employer contribution / active EE | $859 | $1,564-45.1% | $2,420-64.5% | $2,755-68.8% |
| Participant deferral / active EE | $3,510 | $4,034-13.0% | $4,411-20.4% | $4,296-18.3% |
| Admin fee / account holder | $18,463 | $6,945+165.8% | $8,285+122.8% | $6,918+166.9% |