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 | $69,506 | $68,547+1.4% | $120,354-42.2% | $80,856-14.0% |
| Participation rate | 56.0% | 61.6%-5.6pp | 71.9%-15.9pp | 67.6%-11.6pp |
| Annual return | 13.58% | 23.60%-10.0pp | 107.15%-93.6pp | 35.59%-22.0pp |
| Employer contribution / active EE | $1,170 | $2,051-43.0% | $3,463-66.2% | $2,755-57.5% |
| Participant deferral / active EE | $3,057 | $3,173-3.7% | $4,991-38.7% | $4,296-28.8% |
| Admin fee / account holder | $956 | $5,732-83.3% | $9,423-89.9% | $6,918-86.2% |