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 | $56,865 | $57,281-0.7% | $86,612-34.3% | $75,163-24.3% |
| Participation rate | 60.9% | 63.2%-2.3pp | 71.7%-10.8pp | 67.2%-6.3pp |
| Annual return | 17.83% | 2670.75%-2652.9pp | 591.07%-573.2pp | 160.62%-142.8pp |
| Employer contribution / active EE | $558 | $2,314-75.9% | $3,022-81.5% | $2,670-79.1% |
| Participant deferral / active EE | $3,514 | $3,318+5.9% | $4,438-20.8% | $4,125-14.8% |
| Admin fee / account holder | $1,476 | $4,112-64.1% | $5,614-73.7% | $5,651-73.9% |