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 | $68,273 | $63,861+6.9% | $104,607-34.7% | $79,858-14.5% |
| Participation rate | 58.5% | 64.9%-6.4pp | 74.1%-15.5pp | 69.6%-11.1pp |
| Annual return | 16.59% | 21.30%-4.7pp | 340.46%-323.9pp | 31.71%-15.1pp |
| Employer contribution / active EE | $1,067 | $1,588-32.8% | $2,681-60.2% | $2,471-56.8% |
| Participant deferral / active EE | $1,829 | $2,693-32.1% | $3,740-51.1% | $3,740-51.1% |
| Admin fee / account holder | $4,855 | $4,185+16.0% | $6,473-25.0% | $5,306-8.5% |