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 | $53,263 | $58,828-9.5% | $77,999-31.7% | $62,891-15.3% |
| Participation rate | 68.6% | 71.1%-2.5pp | 75.5%-6.9pp | 69.3%-0.7pp |
| Annual return | 6.82% | 17.16%-10.3pp | 425.96%-419.1pp | 20.14%-13.3pp |
| Employer contribution / active EE | $1,282 | $1,672-23.3% | $2,470-48.1% | $2,281-43.8% |
| Participant deferral / active EE | $2,928 | $2,686+9.0% | $3,497-16.3% | $3,203-8.6% |
| Admin fee / account holder | $6,132 | $4,393+39.6% | $5,480+11.9% | $4,296+42.8% |