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 | $62,299 | $117,841-47.1% | $102,423-39.2% | $145,922-57.3% |
| Participation rate | 60.0% | 78.6%-18.6pp | 76.5%-16.5pp | 80.3%-20.3pp |
| Annual return | 19.81% | 31.65%-11.8pp | 29.32%-9.5pp | 561.29%-541.5pp |
| Employer contribution / active EE | $3,085 | $3,615-14.7% | $3,023+2.0% | $4,660-33.8% |
| Participant deferral / active EE | $7,173 | $5,731+25.2% | $5,053+41.9% | $6,688+7.3% |
| Admin fee / account holder | $15,005 | $13,326+12.6% | $9,451+58.8% | $13,397+12.0% |