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 | $62,408 | $63,861-2.3% | $104,607-40.3% | $79,858-21.9% |
| Participation rate | 65.0% | 64.9%+0.1pp | 74.1%-9.1pp | 69.6%-4.6pp |
| Annual return | 11.67% | 21.30%-9.6pp | 340.46%-328.8pp | 31.71%-20.0pp |
| Employer contribution / active EE | $367 | $1,588-76.9% | $2,681-86.3% | $2,471-85.1% |
| Participant deferral / active EE | $1,770 | $2,693-34.3% | $3,740-52.7% | $3,740-52.7% |
| Admin fee / account holder | $6,887 | $4,185+64.6% | $6,473+6.4% | $5,306+29.8% |