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 | $65,309 | $104,974-37.8% | $95,585-31.7% | $142,382-54.1% |
| Participation rate | 40.0% | 75.0%-35.0pp | 72.1%-32.1pp | 80.1%-40.1pp |
| Annual return | 28.93% | 210.33%-181.4pp | 38.56%-9.6pp | 217.08%-188.1pp |
| Employer contribution / active EE | $1,304 | $2,779-53.1% | $2,527-48.4% | $4,299-69.7% |
| Participant deferral / active EE | $1,597 | $4,352-63.3% | $4,023-60.3% | $6,507-75.5% |
| Admin fee / account holder | $22,509 | $6,386+252.5% | $6,127+267.4% | $12,624+78.3% |