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 | $62,879 | $93,571-32.8% | $135,903-53.7% | $75,163-16.3% |
| Participation rate | 50.9% | 75.2%-24.2pp | 81.9%-31.0pp | 67.2%-16.2pp |
| Annual return | 15.42% | 30.90%-15.5pp | 68.23%-52.8pp | 160.62%-145.2pp |
| Employer contribution / active EE | $1,845 | $3,537-47.8% | $4,856-62.0% | $2,670-30.9% |
| Participant deferral / active EE | $3,665 | $6,404-42.8% | $7,758-52.8% | $4,125-11.2% |
| Admin fee / account holder | $26,856 | $6,975+285.0% | $10,762+149.5% | $5,651+375.3% |