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 | $63,106 | $70,669-10.7% | $169,368-62.7% | $75,163-16.0% |
| Participation rate | 67.8% | 64.8%+3.0pp | 77.1%-9.3pp | 67.2%+0.6pp |
| Annual return | 23.24% | 36.36%-13.1pp | 405.60%-382.4pp | 160.62%-137.4pp |
| Employer contribution / active EE | $981 | $2,211-55.6% | $4,013-75.5% | $2,670-63.2% |
| Participant deferral / active EE | $2,397 | $4,311-44.4% | $6,221-61.5% | $4,125-41.9% |
| Admin fee / account holder | $623 | $5,402-88.5% | $9,003-93.1% | $5,651-89.0% |