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 | $67,277 | $89,753-25.0% | $107,525-37.4% | $84,808-20.7% |
| Participation rate | 60.8% | 68.1%-7.3pp | 75.1%-14.3pp | 68.3%-7.5pp |
| Annual return | 13.29% | 29.48%-16.2pp | 181.32%-168.0pp | 40.90%-27.6pp |
| Employer contribution / active EE | $1,893 | $3,113-39.2% | $3,754-49.6% | $2,631-28.0% |
| Participant deferral / active EE | $2,931 | $4,056-27.7% | $5,116-42.7% | $4,212-30.4% |
| Admin fee / account holder | $16,704 | $7,222+131.3% | $8,919+87.3% | $7,344+127.5% |