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 | $66,741 | $58,726+13.6% | $92,233-27.6% | $62,292+7.1% |
| Participation rate | 64.1% | 68.3%-4.3pp | 76.5%-12.4pp | 69.5%-5.4pp |
| Annual return | 16.82% | 43.62%-26.8pp | 176.28%-159.5pp | 28.90%-12.1pp |
| Employer contribution / active EE | $988 | $2,392-58.7% | $3,679-73.2% | $2,042-51.6% |
| Participant deferral / active EE | $2,751 | $2,766-0.5% | $3,897-29.4% | $3,169-13.2% |
| Admin fee / account holder | $819 | $556+47.2% | $5,194-84.2% | $479+70.9% |