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 | $66,403 | $78,422-15.3% | $95,952-30.8% | $79,858-16.8% |
| Participation rate | 67.9% | 73.5%-5.6pp | 77.1%-9.1pp | 69.6%-1.7pp |
| Annual return | 16.88% | 19.37%-2.5pp | 91.61%-74.7pp | 31.71%-14.8pp |
| Employer contribution / active EE | $1,252 | $1,945-35.6% | $2,541-50.7% | $2,471-49.3% |
| Participant deferral / active EE | $3,278 | $3,440-4.7% | $4,167-21.3% | $3,740-12.4% |
| Admin fee / account holder | $22,173 | $5,622+294.4% | $6,795+226.3% | $5,306+317.9% |