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 | $57,334 | $61,605-6.9% | $112,229-48.9% | $75,163-23.7% |
| Participation rate | 61.4% | 61.7%-0.3pp | 72.4%-11.0pp | 67.2%-5.8pp |
| Annual return | 15.49% | 28.47%-13.0pp | 30.20%-14.7pp | 160.62%-145.1pp |
| Employer contribution / active EE | $1,417 | $2,015-29.7% | $3,430-58.7% | $2,670-46.9% |
| Participant deferral / active EE | $3,162 | $3,108+1.7% | $4,798-34.1% | $4,125-23.3% |
| Admin fee / account holder | $20,227 | $4,862+316.0% | $7,748+161.0% | $5,651+257.9% |