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 | $69,811 | $88,083-20.7% | $164,813-57.6% | $74,495-6.3% |
| Participation rate | 63.7% | 73.0%-9.3pp | 78.6%-14.9pp | 67.2%-3.5pp |
| Annual return | 18.37% | 17.26%+1.1pp | 69.93%-51.6pp | 1364.94%-1346.6pp |
| Employer contribution / active EE | $2,142 | $2,593-17.4% | $4,341-50.7% | $2,623-18.3% |
| Participant deferral / active EE | $3,609 | $4,498-19.8% | $6,031-40.2% | $4,346-16.9% |
| Admin fee / account holder | $12,735 | $2,234+470.2% | $12,690+0.4% | $1,942+555.9% |