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 | $67,815 | $95,416-28.9% | $185,823-63.5% | $85,850-21.0% |
| Participation rate | 46.7% | 68.8%-22.1pp | 81.7%-35.0pp | 69.3%-22.6pp |
| Annual return | 29.79% | 23.59%+6.2pp | 122.05%-92.3pp | 318.53%-288.7pp |
| Employer contribution / active EE | $3,519 | $3,314+6.2% | $5,167-31.9% | $2,565+37.2% |
| Participant deferral / active EE | $4,898 | $3,423+43.1% | $5,568-12.0% | $3,952+24.0% |
| Admin fee / account holder | $7,811 | $7,213+8.3% | $16,237-51.9% | $6,260+24.8% |