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 | $65,705 | $73,933-11.1% | $96,683-32.0% | $75,163-12.6% |
| Participation rate | 33.3% | 66.4%-33.1pp | 74.3%-41.0pp | 67.2%-33.9pp |
| Annual return | 20.52% | 26.70%-6.2pp | 35.69%-15.2pp | 160.62%-140.1pp |
| Employer contribution / active EE | $1,216 | $2,928-58.5% | $3,737-67.5% | $2,670-54.4% |
| Participant deferral / active EE | $2,788 | $3,659-23.8% | $4,878-42.9% | $4,125-32.4% |
| Admin fee / account holder | $15,938 | $5,216+205.5% | $6,730+136.8% | $5,651+182.0% |