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 | $58,848 | $81,208-27.5% | $98,907-40.5% | $79,858-26.3% |
| Participation rate | 59.7% | 72.5%-12.8pp | 76.0%-16.3pp | 69.6%-9.9pp |
| Annual return | 19.37% | 60.99%-41.6pp | 196.43%-177.1pp | 31.71%-12.3pp |
| Employer contribution / active EE | $4,026 | $1,960+105.5% | $2,689+49.7% | $2,471+63.0% |
| Participant deferral / active EE | $3,825 | $3,265+17.2% | $4,244-9.9% | $3,740+2.3% |
| Admin fee / account holder | $5,229 | $6,013-13.0% | $6,642-21.3% | $5,306-1.5% |