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 | $57,447 | $89,355-35.7% | $141,162-59.3% | $72,985-21.3% |
| Participation rate | 60.9% | 75.1%-14.2pp | 82.5%-21.6pp | 69.5%-8.6pp |
| Annual return | 25.78% | 111.85%-86.1pp | 71.39%-45.6pp | 81.00%-55.2pp |
| Employer contribution / active EE | $1,493 | $3,114-52.1% | $4,735-68.5% | $2,440-38.8% |
| Participant deferral / active EE | $2,437 | $5,418-55.0% | $6,709-63.7% | $3,607-32.4% |
| Admin fee / account holder | $3,974 | $5,958-33.3% | $10,261-61.3% | $5,124-22.5% |