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 | $66,941 | $80,724-17.1% | $103,333-35.2% | $74,495-10.1% |
| Participation rate | 47.0% | 65.7%-18.7pp | 74.5%-27.5pp | 67.2%-20.2pp |
| Annual return | 13.03% | 27.56%-14.5pp | 24.88%-11.8pp | 1364.94%-1351.9pp |
| Employer contribution / active EE | $1,785 | $3,157-43.5% | $3,868-53.9% | $2,623-32.0% |
| Participant deferral / active EE | $3,610 | $3,860-6.5% | $5,057-28.6% | $4,346-16.9% |
| Admin fee / account holder | $4,677 | $2,368+97.5% | $8,355-44.0% | $1,942+140.9% |