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 | $66,923 | $65,561+2.1% | $86,188-22.4% | $75,163-11.0% |
| Participation rate | 38.3% | 60.5%-22.2pp | 69.0%-30.7pp | 67.2%-28.9pp |
| Annual return | 16.65% | 46.05%-29.4pp | 1168.45%-1151.8pp | 160.62%-144.0pp |
| Employer contribution / active EE | $1,193 | $1,553-23.2% | $2,380-49.9% | $2,670-55.3% |
| Participant deferral / active EE | $2,881 | $3,024-4.7% | $3,985-27.7% | $4,125-30.2% |
| Admin fee / account holder | $2,555 | $5,474-53.3% | $6,852-62.7% | $5,651-54.8% |