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 | $58,629 | $66,402-11.7% | $109,895-46.7% | $85,850-31.7% |
| Participation rate | 64.1% | 63.9%+0.2pp | 74.2%-10.1pp | 69.3%-5.2pp |
| Annual return | 14.88% | 19.59%-4.7pp | 29.45%-14.6pp | 318.53%-303.6pp |
| Employer contribution / active EE | $646 | $1,687-61.7% | $2,842-77.3% | $2,565-74.8% |
| Participant deferral / active EE | $1,566 | $2,842-44.9% | $4,048-61.3% | $3,952-60.4% |
| Admin fee / account holder | $599 | $4,557-86.9% | $6,066-90.1% | $6,260-90.4% |