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 | $66,732 | $71,050-6.1% | $93,606-28.7% | $80,856-17.5% |
| Participation rate | 53.6% | 60.4%-6.8pp | 68.7%-15.1pp | 67.6%-14.1pp |
| Annual return | 10.53% | 11.26%-0.7pp | 133.20%-122.7pp | 35.59%-25.1pp |
| Employer contribution / active EE | $964 | $1,564-38.4% | $2,420-60.2% | $2,755-65.0% |
| Participant deferral / active EE | $1,259 | $4,034-68.8% | $4,411-71.5% | $4,296-70.7% |
| Admin fee / account holder | $8,067 | $6,945+16.2% | $8,285-2.6% | $6,918+16.6% |