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 | $65,481 | $85,202-23.1% | $172,739-62.1% | $72,985-10.3% |
| Participation rate | 59.4% | 70.1%-10.7pp | 82.6%-23.3pp | 69.5%-10.1pp |
| Annual return | 33.10% | 27.32%+5.8pp | 802.84%-769.7pp | 81.00%-47.9pp |
| Employer contribution / active EE | $1,486 | $3,324-55.3% | $5,143-71.1% | $2,440-39.1% |
| Participant deferral / active EE | $2,413 | $3,260-26.0% | $5,198-53.6% | $3,607-33.1% |
| Admin fee / account holder | $12,445 | $5,884+111.5% | $13,954-10.8% | $5,124+142.9% |