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 | $62,498 | $57,541+8.6% | $95,745-34.7% | $75,163-16.9% |
| Participation rate | 54.5% | 62.5%-8.0pp | 72.3%-17.7pp | 67.2%-12.6pp |
| Annual return | 14.53% | 34.93%-20.4pp | 28.35%-13.8pp | 160.62%-146.1pp |
| Employer contribution / active EE | $359 | $1,808-80.1% | $2,835-87.3% | $2,670-86.6% |
| Participant deferral / active EE | $1,920 | $3,074-37.5% | $4,245-54.8% | $4,125-53.4% |
| Admin fee / account holder | $9,806 | $4,099+139.3% | $5,678+72.7% | $5,651+73.5% |