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 | $61,743 | $95,416-35.3% | $185,823-66.8% | $85,850-28.1% |
| Participation rate | 69.6% | 68.8%+0.8pp | 81.7%-12.1pp | 69.3%+0.3pp |
| Annual return | 15.20% | 23.59%-8.4pp | 122.05%-106.8pp | 318.53%-303.3pp |
| Employer contribution / active EE | $1,904 | $3,314-42.5% | $5,167-63.2% | $2,565-25.8% |
| Participant deferral / active EE | $1,695 | $3,423-50.5% | $5,568-69.6% | $3,952-57.1% |
| Admin fee / account holder | $1,318 | $7,213-81.7% | $16,237-91.9% | $6,260-78.9% |