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 7-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 | $68,462 | $65,395+4.7% | $182,532-62.5% | $72,985-6.2% |
| Participation rate | 61.9% | 65.4%-3.5pp | 78.0%-16.1pp | 69.5%-7.6pp |
| Annual return | 22.56% | 27.68%-5.1pp | 148.54%-126.0pp | 81.00%-58.4pp |
| Employer contribution / active EE | $938 | $1,911-50.9% | $4,076-77.0% | $2,440-61.5% |
| Participant deferral / active EE | $3,449 | $3,563-3.2% | $5,524-37.6% | $3,607-4.4% |
| Admin fee / account holder | $1,711 | $4,245-59.7% | $8,592-80.1% | $5,124-66.6% |