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 | $58,471 | $65,409-10.6% | $98,442-40.6% | $85,850-31.9% |
| Participation rate | 62.7% | 65.0%-2.3pp | 73.3%-10.7pp | 69.3%-6.6pp |
| Annual return | 13.15% | 21.76%-8.6pp | 1492.73%-1479.6pp | 318.53%-305.4pp |
| Employer contribution / active EE | $987 | $2,168-54.5% | $2,960-66.6% | $2,565-61.5% |
| Participant deferral / active EE | $4,267 | $3,166+34.8% | $4,276-0.2% | $3,952+8.0% |
| Admin fee / account holder | $1,680 | $4,593-63.4% | $5,949-71.8% | $6,260-73.2% |