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 | $65,350 | $78,485-16.7% | $106,213-38.5% | $74,495-12.3% |
| Participation rate | 61.2% | 72.8%-11.6pp | 75.3%-14.1pp | 67.2%-6.0pp |
| Annual return | 13.48% | 15.95%-2.5pp | 116.14%-102.7pp | 1364.94%-1351.5pp |
| Employer contribution / active EE | $1,651 | $2,523-34.5% | $3,171-47.9% | $2,623-37.1% |
| Participant deferral / active EE | $4,867 | $4,322+12.6% | $5,016-3.0% | $4,346+12.0% |
| Admin fee / account holder | $989 | $2,232-55.7% | $11,033-91.0% | $1,942-49.1% |