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 | $68,742 | $89,355-23.1% | $141,162-51.3% | $72,985-5.8% |
| Participation rate | 63.8% | 75.1%-11.3pp | 82.5%-18.7pp | 69.5%-5.7pp |
| Annual return | 26.18% | 111.85%-85.7pp | 71.39%-45.2pp | 81.00%-54.8pp |
| Employer contribution / active EE | $2,516 | $3,114-19.2% | $4,735-46.9% | $2,440+3.1% |
| Participant deferral / active EE | $6,224 | $5,418+14.9% | $6,709-7.2% | $3,607+72.5% |
| Admin fee / account holder | $8,805 | $5,958+47.8% | $10,261-14.2% | $5,124+71.8% |