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 | $72,379 | $78,672-8.0% | $109,143-33.7% | $85,850-15.7% |
| Participation rate | 50.7% | 68.3%-17.5pp | 75.9%-25.1pp | 69.3%-18.6pp |
| Annual return | 13.50% | 25.09%-11.6pp | 25.75%-12.3pp | 318.53%-305.0pp |
| Employer contribution / active EE | $2,027 | $2,735-25.9% | $3,722-45.5% | $2,565-21.0% |
| Participant deferral / active EE | $2,625 | $3,467-24.3% | $4,653-43.6% | $3,952-33.6% |
| Admin fee / account holder | $13,553 | $5,469+147.8% | $6,752+100.7% | $6,260+116.5% |