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 | $68,481 | $72,277-5.3% | $101,248-32.4% | $79,858-14.2% |
| Participation rate | 58.6% | 68.5%-9.8pp | 75.8%-17.2pp | 69.6%-11.0pp |
| Annual return | 12.06% | 22.30%-10.2pp | 46.47%-34.4pp | 31.71%-19.7pp |
| Employer contribution / active EE | $1,472 | $2,692-45.3% | $3,660-59.8% | $2,471-40.4% |
| Participant deferral / active EE | $3,788 | $3,282+15.4% | $4,370-13.3% | $3,740+1.3% |
| Admin fee / account holder | $13,773 | $4,400+213.0% | $5,945+131.7% | $5,306+159.6% |