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 | $63,614 | $59,417+7.1% | $93,606-32.0% | $74,495-14.6% |
| Participation rate | 57.0% | 59.7%-2.7pp | 68.7%-11.7pp | 67.2%-10.2pp |
| Annual return | 13.31% | 81.83%-68.5pp | 133.20%-119.9pp | 1364.94%-1351.6pp |
| Employer contribution / active EE | $987 | $1,264-21.9% | $2,420-59.2% | $2,623-62.4% |
| Participant deferral / active EE | $2,711 | $3,050-11.1% | $4,411-38.5% | $4,346-37.6% |
| Admin fee / account holder | $1,750 | $3,021-42.1% | $8,285-78.9% | $1,942-9.9% |