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 | $87,131 | $80,724+7.9% | $103,333-15.7% | $74,495+17.0% |
| Participation rate | 58.1% | 65.7%-7.6pp | 74.5%-16.4pp | 67.2%-9.1pp |
| Annual return | 17.81% | 27.56%-9.8pp | 24.88%-7.1pp | 1364.94%-1347.1pp |
| Employer contribution / active EE | $1,949 | $3,157-38.3% | $3,868-49.6% | $2,623-25.7% |
| Participant deferral / active EE | $4,605 | $3,860+19.3% | $5,057-9.0% | $4,346+6.0% |
| Admin fee / account holder | $4,188 | $2,368+76.9% | $8,355-49.9% | $1,942+115.7% |