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 | $59,742 | $99,985-40.2% | $146,665-59.3% | $85,850-30.4% |
| Participation rate | 69.5% | 73.1%-3.6pp | 80.1%-10.6pp | 69.3%+0.2pp |
| Annual return | 14.43% | 18.93%-4.5pp | 22.74%-8.3pp | 318.53%-304.1pp |
| Employer contribution / active EE | $821 | $2,559-67.9% | $4,136-80.1% | $2,565-68.0% |
| Participant deferral / active EE | $4,178 | $4,006+4.3% | $5,506-24.1% | $3,952+5.7% |
| Admin fee / account holder | $38,222 | $7,702+396.2% | $10,280+271.8% | $6,260+510.6% |