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 | $66,074 | $67,411-2.0% | $91,001-27.4% | $70,131-5.8% |
| Participation rate | 69.8% | 71.4%-1.5pp | 75.6%-5.8pp | 69.5%+0.3pp |
| Annual return | 17.31% | -40.16%+57.5pp | 4.60%+12.7pp | 73.14%-55.8pp |
| Employer contribution / active EE | $447 | $1,786-75.0% | $2,456-81.8% | $2,342-80.9% |
| Participant deferral / active EE | $1,637 | $2,823-42.0% | $3,547-53.8% | $3,332-50.9% |
| Admin fee / account holder | $334 | $4,236-92.1% | $5,417-93.8% | $4,645-92.8% |