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 | $68,483 | $79,449-13.8% | $189,557-63.9% | $85,850-20.2% |
| Participation rate | 59.7% | 66.0%-6.3pp | 78.4%-18.8pp | 69.3%-9.6pp |
| Annual return | 12.81% | 18.45%-5.6pp | 64.17%-51.4pp | 318.53%-305.7pp |
| Employer contribution / active EE | $1,672 | $2,081-19.7% | $4,412-62.1% | $2,565-34.8% |
| Participant deferral / active EE | $5,122 | $4,051+26.4% | $6,174-17.0% | $3,952+29.6% |
| Admin fee / account holder | $2,540 | $5,377-52.8% | $9,807-74.1% | $6,260-59.4% |